Aigen Investment Management’s Helios Technologies HLIO Stock Holding History

Aigen Investment Management’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
2025 Q4	–	Sell	-7,565	Closed	-$394K	–	763
2025 Q3	$394K	Sell	7,565 -16,386	-68%	-$765K	0.06%	463
2025 Q2	$799K	Buy	+23,951	New	+$722K	0.11%	292
2024 Q3	–	Sell	-4,835	Closed	-$231K	–	844
2024 Q2	$231K	Buy	+4,835	New	+$232K	0.04%	585
2021 Q4	–	Sell	-3,134	Closed	-$257K	–	1093
2021 Q3	$257K	Sell	3,134 -268	-8%	-$21.9K	0.05%	368
2021 Q2	$266K	Sell	3,402 -1,329	-28%	-$97.3K	0.05%	349
2021 Q1	$345K	Sell	4,731 -325	-6%	-$20.8K	0.05%	371
2020 Q4	$269K	Buy	+5,056	New	+$238K	0.04%	581
2020 Q3	–	Sell	-8,552	Closed	-$319K	–	966
2020 Q2	$319K	Buy	+8,552	New	+$292K	0.04%	604
2020 Q1	–	Sell	-1,564	Closed	-$72K	–	1383
2019 Q4	$72K	Buy	+1,564	New	+$67.1K	0.01%	742

Other funds holding HLIO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Aigen Investment Management's HLIO Position: Q4 2025 in Review

Aigen Investment Management sold out of Helios Technologies (HLIO) in Q4 2025, closing a stake of 7,565 shares — an estimated $394K sold.

Aigen Investment Management first reported a position in HLIO in Q4 2019 and held it in 9 quarters. The position peaked at $799K in Q2 2025. 215 funds tracked by Wall St. Rank hold HLIO as of Q4 2025.

Aigen Investment Management reported no remaining Helios Technologies position as of Q4 2025 after selling out during the quarter.
Aigen Investment Management sold 7,565 Helios Technologies shares in Q4 2025, an estimated $394K.
Aigen Investment Management first reported a position in Helios Technologies in Q4 2019 and held it in 9 quarters.
Aigen Investment Management's Helios Technologies position peaked at $799K in Q2 2025.
215 funds tracked by Wall St. Rank held Helios Technologies as of Q4 2025.

Based on Aigen Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.