EWA
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EP Wealth Advisors’s Helios Technologies HLIO Stock Holding History

EP Wealth Advisors’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$231K Sell
6,924
-153
-2% -$5.11K ﹤0.01% 1167
2025
Q1 		$227K Buy
+7,077
New +$227K ﹤0.01% 1068