GWM
HLIT icon

Gilpin Wealth Management’s Harmonic Inc HLIT Stock Holding History

Gilpin Wealth Management’s Portfolio HLIT Stock Details HLIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$523 Sell
32
-7
-18% -$89 ﹤0.01% 660
2026
Q1 		$351 Buy
39
+27
+225% +$268 ﹤0.01% 726
2025
Q4 		$119 Buy
+12
New +$121 ﹤0.01% 795

Other funds holding HLIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gilpin Wealth Management's HLIT Position: Q2 2026 in Review

Gilpin Wealth Management reduced its Harmonic Inc (HLIT) stake by 18% in Q2 2026, selling an estimated $89 and leaving 32 shares worth $523. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Gilpin Wealth Management first reported a position in HLIT in Q4 2025 and has held it in 3 quarters since. 257 funds tracked by Wall St. Rank hold HLIT as of Q2 2026.

  • Gilpin Wealth Management held 32 shares of Harmonic Inc worth $523 as of Q2 2026.
  • Gilpin Wealth Management sold 7 Harmonic Inc shares in Q2 2026, an estimated $89.
  • Harmonic Inc made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #660 holding.
  • Gilpin Wealth Management first reported a position in Harmonic Inc in Q4 2025 and has held it in 3 quarters since.
  • 257 funds tracked by Wall St. Rank held Harmonic Inc as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.