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
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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return