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Root Financial Partners’s Helix Energy Solutions HLX Stock Holding History

Root Financial Partners’s Portfolio HLX Stock Details HLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.05K Buy
+207
New +$1.76K ﹤0.01% 2304

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State Street
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Invesco
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VPM
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VCM
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's HLX Position: Q1 2026 in Review

Root Financial Partners opened a new position in Helix Energy Solutions (HLX) in Q1 2026: 207 shares worth $2.05K. The stake represents ﹤0.01% of the portfolio and ranks #2304 among its holdings.

274 funds tracked by Wall St. Rank hold HLX as of Q1 2026.

  • Root Financial Partners held 207 shares of Helix Energy Solutions worth $2.05K as of Q1 2026.
  • Helix Energy Solutions was a new Root Financial Partners position in Q1 2026.
  • Helix Energy Solutions made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2304 holding.
  • 274 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.