Aigen Investment Management’s Helix Energy Solutions HLX Stock Holding History

Aigen Investment Management’s Portfolio HLX Stock Details HLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$103K	Sell	10,442 -16,335	-61%	-$139K	0.03%	462
2025 Q4	$168K	Buy	+26,777	New	+$178K	0.04%	492
2024 Q1	–	Sell	-14,704	Closed	-$151K	–	828
2023 Q4	$151K	Buy	+14,704	New	+$146K	0.03%	703
2023 Q2	–	Sell	-64,103	Closed	-$496K	–	849
2023 Q1	$496K	Sell	64,103 -88,050	-58%	-$688K	0.07%	312
2022 Q4	$1.12M	Buy	152,153 +90,021	+145%	+$541K	0.16%	160
2022 Q3	$240K	Buy	+62,132	New	+$236K	0.03%	463
2020 Q1	–	Sell	-107,943	Closed	-$1.04M	–	1385
2019 Q4	$1.04M	Buy	+107,943	New	+$934K	0.17%	173

Other funds holding HLX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return