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InceptionR’s Helios Technologies HLIO Stock Holding History

InceptionR’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 		– Sell
-4,172
Closed -$217K – 717
2025
Q3 		$217K Buy
+4,172
New +$195K 0.05% 583
2024
Q3 		– Sell
-6,311
Closed -$301K – 740
2024
Q2 		$301K Buy
+6,311
New +$302K 0.09% 412

Other funds holding HLIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

InceptionR's HLIO Position: Q4 2025 in Review

InceptionR sold out of Helios Technologies (HLIO) in Q4 2025, closing a stake of 4,172 shares — an estimated $217K sold.

InceptionR first reported a position in HLIO in Q2 2024 and held it in 2 quarters. The position peaked at $301K in Q2 2024. 215 funds tracked by Wall St. Rank hold HLIO as of Q4 2025.

  • InceptionR reported no remaining Helios Technologies position as of Q4 2025 after selling out during the quarter.
  • InceptionR sold 4,172 Helios Technologies shares in Q4 2025, an estimated $217K.
  • InceptionR first reported a position in Helios Technologies in Q2 2024 and held it in 2 quarters.
  • InceptionR's Helios Technologies position peaked at $301K in Q2 2024.
  • 215 funds tracked by Wall St. Rank held Helios Technologies as of Q4 2025.

Based on InceptionR's 13F filing for Q4 2025, filed 11 Feb 2026.