CIBC Private Wealth Group
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CIBC Private Wealth Group’s Helios Technologies HLIO Stock Holding History

CIBC Private Wealth Group’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 		$8.83K Hold
165
– – ﹤0.01% 2459
2025
Q3 		$8.6K Sell
165
-5
-3% -$233 ﹤0.01% 2437
2025
Q2 		$5.67K Hold
170
– – ﹤0.01% 2426
2025
Q1 		$4.39K Hold
170
– – ﹤0.01% 2485
2024
Q4 		$7.84K Hold
170
– – ﹤0.01% 2343
2024
Q3 		$8.11K Hold
170
– – ﹤0.01% 2458
2024
Q2 		$7.88K Hold
170
– – ﹤0.01% 2374
2024
Q1 		$7.49K Buy
+170
New +$7.3K ﹤0.01% 2386

Other funds holding HLIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIBC Private Wealth Group's HLIO Position: Q4 2025 in Review

CIBC Private Wealth Group held its Helios Technologies (HLIO) position steady in Q4 2025 at 165 shares worth $8.83K. The position accounts for ﹤0.01% of the portfolio, ranked #2459.

CIBC Private Wealth Group first reported a position in HLIO in Q1 2024 and has held it in 8 quarters since. 215 funds tracked by Wall St. Rank hold HLIO as of Q4 2025.

  • CIBC Private Wealth Group held 165 shares of Helios Technologies worth $8.83K as of Q4 2025.
  • CIBC Private Wealth Group left its Helios Technologies share count unchanged in Q4 2025.
  • Helios Technologies made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2459 holding.
  • CIBC Private Wealth Group first reported a position in Helios Technologies in Q1 2024 and has held it in 8 quarters since.
  • 215 funds tracked by Wall St. Rank held Helios Technologies as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.