Superior Planning, LLC’s Helios Technologies HLIO Stock Holding History

Superior Planning, LLC’s Portfolio HLIO Stock Details HLIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.8K	Buy	+56	New	+$4.26K	﹤0.01%	1313

Other funds holding HLIO

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Superior Planning, LLC's HLIO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Helios Technologies (HLIO) in Q3 2026: 56 shares worth $3.8K. The stake represents ﹤0.01% of the portfolio and ranks #1313 among its holdings.

171 funds tracked by Wall St. Rank hold HLIO as of Q3 2026.

Superior Planning, LLC held 56 shares of Helios Technologies worth $3.8K as of Q3 2026.
Helios Technologies was a new Superior Planning, LLC position in Q3 2026.
Helios Technologies made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1313 holding.
171 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.