FFO
HLIO icon

Fortitude Family Office’s Helios Technologies HLIO Stock Holding History

Fortitude Family Office’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
2026
Q3 		$2.44K Hold
36
– – ﹤0.01% 1922
2026
Q2 		$3.21K Hold
36
– – ﹤0.01% 1282
2026
Q1 		$2.33K Buy
+36
New +$2.41K ﹤0.01% 1232

Other funds holding HLIO

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Fortitude Family Office's HLIO Position: Q3 2026 in Review

Fortitude Family Office held its Helios Technologies (HLIO) position steady in Q3 2026 at 36 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1922.

Fortitude Family Office first reported a position in HLIO in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.21K in Q2 2026. 14 funds tracked by Wall St. Rank hold HLIO as of Q3 2026.

  • Fortitude Family Office held 36 shares of Helios Technologies worth $2.44K as of Q3 2026.
  • Fortitude Family Office left its Helios Technologies share count unchanged in Q3 2026.
  • Helios Technologies made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1922 holding.
  • Fortitude Family Office first reported a position in Helios Technologies in Q1 2026 and has held it in 3 quarters since.
  • Fortitude Family Office's Helios Technologies position peaked at $3.21K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.