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
2026 Q2	$501K	Buy	+5,615	New	+$431K	0.03%	1003
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SBF

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

CCA

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

GSA Capital Partners's HLIO Position: Q2 2026 in Review

GSA Capital Partners opened a new position in Helios Technologies (HLIO) in Q2 2026: 5,615 shares worth $501K. The stake represents 0.03% of the portfolio and ranks #1003 among its holdings. This is a return to the name: GSA Capital Partners previously reported a position in HLIO as recently as Q2 2025.

GSA Capital Partners first reported a position in HLIO in Q3 2014 and has held it in 8 quarters since. The position peaked at $891K in Q1 2024. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

GSA Capital Partners held 5,615 shares of Helios Technologies worth $501K as of Q2 2026.
Helios Technologies was a new GSA Capital Partners position in Q2 2026.
Helios Technologies made up 0.03% of GSA Capital Partners's portfolio in Q2 2026, its #1003 holding.
GSA Capital Partners first reported a position in Helios Technologies in Q3 2014 and has held it in 8 quarters since.
GSA Capital Partners's Helios Technologies position peaked at $891K in Q1 2024.
285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on GSA Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.