PTC
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Petrus Trust Company’s Helios Technologies HLIO Stock Holding History

Petrus Trust Company’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$375K Sell
11,229
-3,488
-24% -$116K 0.04% 225
2025
Q1 		$472K Buy
+14,717
New +$472K 0.04% 224