GPS Wealth Strategies Group’s Haleon HLN Stock Holding History

GPS Wealth Strategies Group’s Portfolio HLN Stock Details HLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-767	Closed	-$6.88K	–	986
2025 Q3	$6.88K	Buy	767 +1	+0.1%	+$10	﹤0.01%	1181
2025 Q2	$7.94K	Buy	766 +31	+4%	+$327	﹤0.01%	1083
2025 Q1	$7.56K	Sell	735 -32	-4%	-$315	﹤0.01%	1068
2024 Q4	$7.31K	Hold	767	–	–	﹤0.01%	1017
2024 Q3	$8.11K	Buy	767 +167	+28%	+$1.61K	﹤0.01%	990
2024 Q2	$4.96K	Sell	600 -715	-54%	-$5.98K	﹤0.01%	1063
2024 Q1	$11.2K	Sell	1,315 -200	-13%	-$1.67K	﹤0.01%	832
2023 Q4	$12.5K	Sell	1,515 -259	-15%	-$2.13K	﹤0.01%	789
2023 Q3	$14.8K	Hold	1,774	–	–	﹤0.01%	759
2023 Q2	$14.9K	Sell	1,774 -690	-28%	-$5.89K	﹤0.01%	756
2023 Q1	$20.1K	Buy	+2,464	New	+$19.6K	﹤0.01%	683
2022 Q4	–	Sell	-2,659	Closed	-$16K	–	542
2022 Q3	$16K	Buy	+2,659	New	+$17.2K	﹤0.01%	669

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GPS Wealth Strategies Group's HLN Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Haleon (HLN) in Q4 2025, closing a stake of 767 shares — an estimated $6.88K sold.

GPS Wealth Strategies Group first reported a position in HLN in Q3 2022 and held it in 12 quarters. The position peaked at $20.1K in Q1 2023. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Haleon position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 767 Haleon shares in Q4 2025, an estimated $6.88K.
GPS Wealth Strategies Group first reported a position in Haleon in Q3 2022 and held it in 12 quarters.
GPS Wealth Strategies Group's Haleon position peaked at $20.1K in Q1 2023.
609 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.