PWMG
HLIO icon

Private Wealth Management Group’s Helios Technologies HLIO Stock Holding History

Private Wealth Management Group’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
Q1 		$1.23K Hold
19
– – ﹤0.01% 1203
2025
Q4 		$1.02K Hold
19
– – ﹤0.01% 1264
2025
Q3 		$991 Hold
19
– – ﹤0.01% 1287
2025
Q2 		$635 Sell
19
-24
-56% -$723 ﹤0.01% 1379
2025
Q1 		$1.38K Buy
43
+15
+54% +$604 ﹤0.01% 1185
2024
Q4 		$1.25K Hold
28
– – ﹤0.01% 1231
2024
Q3 		$1.34K Hold
28
– – ﹤0.01% 1205
2024
Q2 		$1.34K Hold
28
– – ﹤0.01% 1192
2024
Q1 		$1.25K Hold
28
– – ﹤0.01% 1171
2023
Q4 		$1.27K Buy
+28
New +$1.29K ﹤0.01% 1183

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