Back to HTO
Pacific Wealth Strategies Group, Inc. → HTO
Pacific Wealth Strategies Group, Inc. HTO Position History
H2O America • Industrials
Quarters held
5
Latest value
$3.9M
Q3 2026
Peak value
$3.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.3M |
| Q4 2025 | $3M |
| Q1 2026 | $3.3M |
| Q2 2026 | $3.6M |
| Q3 2026 | $3.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.9M | 199.8K | — | — |
| Q2 2026 | $3.6M | 186.1K | — | — |
| Q1 2026 | $3.3M | 167.2K | — | — |
| Q4 2025 | $3M | 155.2K | — | — |
| Q3 2025 | $2.3M | 115.8K | — | — |
Other funds holding HTO
$251.3M
$215.7M
$142.4M
$134.5M
$120.4M
$117.3M
$117M