GI
HLIO icon

GAMMA Investing’s Helios Technologies HLIO Stock Holding History

GAMMA Investing’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 		$22.7K Buy
334
+50
+18% +$3.8K ﹤0.01% 2871
2026
Q2 		$25.3K Buy
284
+18
+7% +$1.38K ﹤0.01% 2710
2026
Q1 		$17.2K Buy
266
+46
+21% +$3.08K ﹤0.01% 2798
2025
Q4 		$11.8K Buy
220
+37
+20% +$1.99K ﹤0.01% 2903
2025
Q3 		$9.54K Buy
183
+30
+20% +$1.4K ﹤0.01% 2899
2025
Q2 		$5.11K Buy
153
+8
+6% +$241 ﹤0.01% 3106
2025
Q1 		$4.65K Sell
145
-44
-23% -$1.77K ﹤0.01% 3111
2024
Q4 		$8.44K Buy
189
+145
+330% +$7.18K ﹤0.01% 2698
2024
Q3 		$2.1K Sell
44
-25
-36% -$1.1K ﹤0.01% 3056
2024
Q2 		$3.29K Buy
69
+61
+763% +$2.92K ﹤0.01% 2719
2024
Q1 		$358 Sell
8
-1
-11% -$43 ﹤0.01% 3151
2023
Q4 		$371 Buy
+9
New +$416 ﹤0.01% 3020

Other funds holding HLIO

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GAMMA Investing's HLIO Position: Q3 2026 in Review

GAMMA Investing increased its Helios Technologies (HLIO) stake by 18% in Q3 2026, buying an estimated $3.8K and bringing the position to 334 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2871.

GAMMA Investing first reported a position in HLIO in Q4 2023 and has held it in 12 quarters since. The position peaked at $25.3K in Q2 2026. 5 funds tracked by Wall St. Rank hold HLIO as of Q3 2026.

  • GAMMA Investing held 334 shares of Helios Technologies worth $22.7K as of Q3 2026.
  • GAMMA Investing bought 50 Helios Technologies shares in Q3 2026, an estimated $3.8K.
  • Helios Technologies made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2871 holding.
  • GAMMA Investing first reported a position in Helios Technologies in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Helios Technologies position peaked at $25.3K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.