Pinnacle Wealth Planning Services
HLIO icon

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
Q3 		$13.2K Hold
194
– – ﹤0.01% 1975
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

Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Pinnacle Wealth Planning Services's HLIO Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Helios Technologies (HLIO) position steady in Q3 2026 at 194 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

Pinnacle Wealth Planning Services first reported a position in HLIO in Q4 2020 and has held it in 5 quarters since. The position peaked at $17.3K in Q2 2026. 50 funds tracked by Wall St. Rank hold HLIO as of Q3 2026.

  • Pinnacle Wealth Planning Services held 194 shares of Helios Technologies worth $13.2K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Helios Technologies share count unchanged in Q3 2026.
  • Helios Technologies made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1975 holding.
  • Pinnacle Wealth Planning Services first reported a position in Helios Technologies in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Helios Technologies position peaked at $17.3K in Q2 2026.
  • 50 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.