Global Retirement Partners’s Helios Technologies HLIO Stock Holding History

Global Retirement Partners’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
2025 Q4	$66.3K	Buy	+1,239	New	+$66.8K	﹤0.01%	2174

Other funds holding HLIO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Retirement Partners's HLIO Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Helios Technologies (HLIO) in Q4 2025: 1,239 shares worth $66.3K. The stake represents ﹤0.01% of the portfolio and ranks #2174 among its holdings.

215 funds tracked by Wall St. Rank hold HLIO as of Q4 2025.

Global Retirement Partners held 1,239 shares of Helios Technologies worth $66.3K as of Q4 2025.
Helios Technologies was a new Global Retirement Partners position in Q4 2025.
Helios Technologies made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2174 holding.
215 funds tracked by Wall St. Rank held Helios Technologies as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.