Michael Gelband’s Helios Technologies HLIO Stock Holding History

Michael Gelband’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	$1.16M	Buy	+13,011	New	+$999K	0.01%	1028
2026 Q1	–	Sell	-24,584	Closed	-$1.31M	–	1783
2025 Q4	$1.31M	Buy	+24,584	New	+$1.33M	0.01%	895
2025 Q3	–	Sell	-8,661	Closed	-$289K	–	1739
2025 Q2	$289K	Buy	+8,661	New	+$261K	﹤0.01%	1248
2024 Q2	–	Sell	-10,368	Closed	-$463K	–	1703
2024 Q1	$463K	Buy	+10,368	New	+$445K	﹤0.01%	1157
2023 Q2	–	Sell	-9,401	Closed	-$615K	–	2017
2023 Q1	$615K	Buy	+9,401	New	+$611K	0.01%	1283
2022 Q2	–	Sell	-4,163	Closed	-$334K	–	2138
2022 Q1	$334K	Buy	+4,163	New	+$332K	﹤0.01%	1726
2020 Q3	–	Sell	-6,339	Closed	-$236K	–	1946
2020 Q2	$236K	Buy	+6,339	New	+$216K	0.01%	1436

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

Michael Gelband's HLIO Position: Q2 2026 in Review

Michael Gelband opened a new position in Helios Technologies (HLIO) in Q2 2026: 13,011 shares worth $1.16M. The stake represents 0.01% of the portfolio and ranks #1028 among its holdings. This is a return to the name: Michael Gelband previously reported a position in HLIO as recently as Q4 2025.

Michael Gelband first reported a position in HLIO in Q2 2020 and has held it in 7 quarters since. The position peaked at $1.31M in Q4 2025. 282 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Michael Gelband held 13,011 shares of Helios Technologies worth $1.16M as of Q2 2026.
Helios Technologies was a new Michael Gelband position in Q2 2026.
Helios Technologies made up 0.01% of Michael Gelband's portfolio in Q2 2026, its #1028 holding.
Michael Gelband first reported a position in Helios Technologies in Q2 2020 and has held it in 7 quarters since.
Michael Gelband's Helios Technologies position peaked at $1.31M in Q4 2025.
282 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

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