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Gilpin Wealth Management’s Helix Energy Solutions HLX Stock Holding History

Gilpin Wealth Management’s Portfolio HLX Stock Details HLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$184 Hold
21
– – ﹤0.01% 937
2026
Q1 		$208 Buy
21
+15
+250% +$128 ﹤0.01% 847
2025
Q4 		$38 Buy
+6
New +$40 ﹤0.01% 963

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Gilpin Wealth Management held its Helix Energy Solutions (HLX) position steady in Q2 2026 at 21 shares worth $184. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Gilpin Wealth Management first reported a position in HLX in Q4 2025 and has held it in 3 quarters since. The position peaked at $208 in Q1 2026. 285 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

  • Gilpin Wealth Management held 21 shares of Helix Energy Solutions worth $184 as of Q2 2026.
  • Gilpin Wealth Management left its Helix Energy Solutions share count unchanged in Q2 2026.
  • Helix Energy Solutions made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #937 holding.
  • Gilpin Wealth Management first reported a position in Helix Energy Solutions in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Helix Energy Solutions position peaked at $208 in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

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