GSA Capital Partners’s Helios Technologies HLIO Stock Holding History

GSA Capital 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 Q3	–	Sell	-19,596	Closed	-$654K	–	1846
2025 Q2	$654K	Buy	19,596 +2,605	+15%	+$78.5K	0.05%	740
2025 Q1	$545K	Buy	+16,991	New	+$685K	0.05%	745
2024 Q2	–	Sell	-19,939	Closed	-$891K	–	1800
2024 Q1	$891K	Buy	19,939 +6,923	+53%	+$297K	0.07%	517
2023 Q4	$590K	Buy	+13,016	New	+$601K	0.05%	686
2022 Q2	–	Sell	-3,372	Closed	-$271K	–	1565
2022 Q1	$271K	Buy	+3,372	New	+$269K	0.04%	970
2021 Q3	–	Sell	-9,599	Closed	-$749K	–	1580
2021 Q2	$749K	Buy	+9,599	New	+$702K	0.08%	378
2014 Q4	–	Sell	-8,705	Closed	-$327K	–	1782
2014 Q3	$327K	Buy	+8,705	New	+$340K	0.02%	1206

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

GSA Capital Partners's HLIO Position: Q3 2025 in Review

GSA Capital Partners sold out of Helios Technologies (HLIO) in Q3 2025, closing a stake of 19,596 shares — an estimated $654K sold.

GSA Capital Partners first reported a position in HLIO in Q3 2014 and held it in 7 quarters. The position peaked at $891K in Q1 2024. 201 funds tracked by Wall St. Rank hold HLIO as of Q3 2025.

GSA Capital Partners reported no remaining Helios Technologies position as of Q3 2025 after selling out during the quarter.
GSA Capital Partners sold 19,596 Helios Technologies shares in Q3 2025, an estimated $654K.
GSA Capital Partners first reported a position in Helios Technologies in Q3 2014 and held it in 7 quarters.
GSA Capital Partners's Helios Technologies position peaked at $891K in Q1 2024.
201 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2025.

Based on GSA Capital Partners's 13F filing for Q3 2025, filed 7 Nov 2025.