Smartleaf Asset Management
HLIO icon

Smartleaf Asset Management’s Helios Technologies HLIO Stock Holding History

Smartleaf Asset Management’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 		$480 Buy
+7
New +$532 ﹤0.01% 3350
2025
Q2 		– Sell
-82
Closed -$2.65K – 2835
2025
Q1 		$2.65K Sell
82
-36
-31% -$1.45K ﹤0.01% 2395
2024
Q4 		$5.24K Buy
118
+12
+11% +$594 ﹤0.01% 2233
2024
Q3 		$5K Hold
106
– – ﹤0.01% 2121
2024
Q2 		$5.1K Buy
+106
New +$5.08K ﹤0.01% 1798

Other funds holding HLIO

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Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Smartleaf Asset Management's HLIO Position: Q3 2026 in Review

Smartleaf Asset Management opened a new position in Helios Technologies (HLIO) in Q3 2026: 7 shares worth $480. The stake represents ﹤0.01% of the portfolio and ranks #3350 among its holdings. This is a return to the name: Smartleaf Asset Management previously reported a position in HLIO as recently as Q1 2025.

Smartleaf Asset Management first reported a position in HLIO in Q2 2024 and has held it in 5 quarters since. The position peaked at $5.24K in Q4 2024. 135 funds tracked by Wall St. Rank hold HLIO as of Q3 2026.

  • Smartleaf Asset Management held 7 shares of Helios Technologies worth $480 as of Q3 2026.
  • Helios Technologies was a new Smartleaf Asset Management position in Q3 2026.
  • Helios Technologies made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #3350 holding.
  • Smartleaf Asset Management first reported a position in Helios Technologies in Q2 2024 and has held it in 5 quarters since.
  • Smartleaf Asset Management's Helios Technologies position peaked at $5.24K in Q4 2024.
  • 135 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.