GHP Investment Advisors’s Helios Technologies HLIO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.76M	Buy	42,608 +528	+1%	+$35.4K	0.11%	205
2025 Q4	$2.25M	Buy	42,080 +710	+2%	+$38.3K	0.09%	219
2025 Q3	$2.16M	Buy	41,370 +2,155	+5%	+$101K	0.09%	215
2025 Q2	$1.31M	Sell	39,215 -662	-2%	-$20K	0.06%	250
2025 Q1	$1.28M	Buy	39,877 +1,157	+3%	+$46.6K	0.06%	249
2024 Q4	$1.73M	Buy	38,720 +1,501	+4%	+$74.3K	0.08%	237
2024 Q3	$1.78M	Sell	37,219 -2,052	-5%	-$90.2K	0.08%	238
2024 Q2	$1.88M	Buy	39,271 +3,066	+8%	+$147K	0.09%	229
2024 Q1	$1.62M	Buy	36,205 +5,886	+19%	+$253K	0.08%	241
2023 Q4	$1.37M	Sell	30,319 -5,101	-14%	-$236K	0.07%	245
2023 Q3	$1.89M	Buy	35,420 +2,560	+8%	+$152K	0.12%	209
2023 Q2	$1.9M	Buy	32,860 +6,821	+26%	+$404K	0.11%	215
2023 Q1	$1.7M	Buy	26,039 +4,491	+21%	+$292K	0.11%	227
2022 Q4	$1.17M	Sell	21,548 -22,024	-51%	-$1.19M	0.08%	246
2022 Q3	$2.21M	Buy	43,572 +19,044	+78%	+$1.15M	0.17%	189
2022 Q2	$1.63M	Buy	+24,528	New	+$1.7M	0.12%	217