Financial Gravity Asset Management, Inc.

Position in HTO — H2o America

CIK 1741736 Lakeway, TX

Position in HTO

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$117

-$101 QoQ

Shares Held

-50.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Mar 31, 2026

Financial Gravity Asset Management, Inc. holds $1,214 across 5 Utilities - Regulated Water names. HTO ranks #5 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	3	$408
2	WTRG	Essential Utilities, Inc.	10	$402
3	AWR	American States Water Co	2	$151
4	CWT	California Water Service Group	3	$136
5	HTO	H2o America This page	2	$117

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$117	2	-50.0%	Shares	Sole	2026-05-08
2025-03-31	$218	4	—	Shares	Sole	2025-04-30
2024-03-31	$7	0	—	Shares	Sole	2024-06-26
2023-12-31	$9	0	—	Shares	Sole	2024-06-26
2023-09-30	$8	0	-100.0%	Shares	Sole	2023-11-16
2023-06-30	$4,907	70	-7.9%	Shares	Sole	2023-08-09
2023-03-31	$21	76	-6.2%	Shares	Sole	2023-05-12
2022-12-31	$402	81	+912.5%	Shares	Sole	2023-02-15
2020-03-31	$462	8	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.