EWA
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EverSource Wealth Advisors’s Hyliion Holdings HYLN Stock Holding History

EverSource Wealth Advisors’s Portfolio HYLN Stock Details HYLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.32K Buy
751
+117
+18% +$235 ﹤0.01% 3767
2025
Q4 		$1.17K Hold
634
– – ﹤0.01% 3668
2025
Q3 		$1.25K Sell
634
-158
-20% -$263 ﹤0.01% 3690
2025
Q2 		$1.04K Buy
792
+228
+40% +$332 ﹤0.01% 3724
2025
Q1 		$790 Buy
+564
New +$1.12K ﹤0.01% 3313
2024
Q1 		– Sell
-400
Closed -$325 – 2946
2023
Q4 		$325 Hold
400
– – ﹤0.01% 2570
2023
Q3 		$472 Hold
400
– – ﹤0.01% 2387
2023
Q2 		$668 Buy
+400
New +$674 ﹤0.01% 2298
2022
Q1 		– Sell
-444
Closed -$3K – 1771
2021
Q4 		$3K Buy
+444
New +$3.17K ﹤0.01% 1430

Other funds holding HYLN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GE
General Electric Evendale, Ohio $308M AUM 40.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return