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Pinnacle Wealth Planning Services’s Helios Technologies HLIO Stock Holding History

Pinnacle Wealth Planning Services’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 		$17.3K Hold
194
– – ﹤0.01% 1837
2026
Q1 		$12.6K Hold
194
– – ﹤0.01% 1916
2025
Q4 		$10.4K Buy
+194
New +$10.5K ﹤0.01% 1997
2021
Q1 		– Sell
-125
Closed -$7K – 1042
2020
Q4 		$7K Buy
+125
New +$5.88K ﹤0.01% 1526

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

Pinnacle Wealth Planning Services's HLIO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Helios Technologies (HLIO) position steady in Q2 2026 at 194 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

Pinnacle Wealth Planning Services first reported a position in HLIO in Q4 2020 and has held it in 4 quarters since. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 194 shares of Helios Technologies worth $17.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Helios Technologies share count unchanged in Q2 2026.
  • Helios Technologies made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1837 holding.
  • Pinnacle Wealth Planning Services first reported a position in Helios Technologies in Q4 2020 and has held it in 4 quarters since.
  • 285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.