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JPL Wealth Management’s Helios Technologies HLIO Stock Holding History

JPL Wealth Management’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 		$268 Buy
+3
New +$230 ﹤0.01% 1483

Other funds holding HLIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

JPL Wealth Management's HLIO Position: Q2 2026 in Review

JPL Wealth Management opened a new position in Helios Technologies (HLIO) in Q2 2026: 3 shares worth $268. The stake represents ﹤0.01% of the portfolio and ranks #1483 among its holdings.

284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • JPL Wealth Management held 3 shares of Helios Technologies worth $268 as of Q2 2026.
  • Helios Technologies was a new JPL Wealth Management position in Q2 2026.
  • Helios Technologies made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1483 holding.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.