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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
Q2 		$1.7K Hold
19
– – ﹤0.01% 1199
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

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

Private Wealth Management Group's HLIO Position: Q2 2026 in Review

Private Wealth Management Group held its Helios Technologies (HLIO) position steady in Q2 2026 at 19 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Private Wealth Management Group first reported a position in HLIO in Q4 2023 and has held it in 11 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Private Wealth Management Group held 19 shares of Helios Technologies worth $1.7K as of Q2 2026.
  • Private Wealth Management Group left its Helios Technologies share count unchanged in Q2 2026.
  • Helios Technologies made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1199 holding.
  • Private Wealth Management Group first reported a position in Helios Technologies in Q4 2023 and has held it in 11 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.