Moneta Group Investment Advisors’s Helios Technologies HLIO Stock Holding History

Moneta Group Investment Advisors’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 Q2	$335K	Hold
2025 Q1	$322K	Hold
2024 Q4	$448K	Hold
2024 Q3	$478K	Hold
2024 Q2	$479K	Hold
2024 Q1	$448K	Hold
2023 Q4	$455K	Hold
2023 Q3	$556K	Hold
2023 Q2	$663K	Hold
2023 Q1	$656K	Buy