SWM
HLIT icon

Spire Wealth Management’s Harmonic Inc HLIT Stock Holding History

Spire Wealth Management’s Portfolio HLIT Stock Details HLIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-768
Closed -$7.27K – 2410
2025
Q2 		$7.27K Buy
+768
New +$7.01K ﹤0.01% 1827
2023
Q1 		– Sell
-129
Closed -$2K – 2525
2022
Q4 		$2K Buy
+129
New +$1.8K ﹤0.01% 2050
2022
Q1 		– Sell
-100
Closed -$1K – 2670
2021
Q4 		$1K Buy
+100
New +$1.03K ﹤0.01% 2867

Other funds holding HLIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Spire Wealth Management's HLIT Position: Q3 2025 in Review

Spire Wealth Management sold out of Harmonic Inc (HLIT) in Q3 2025, closing a stake of 768 shares — an estimated $7.27K sold.

Spire Wealth Management first reported a position in HLIT in Q4 2021 and held it in 3 quarters. The position peaked at $7.27K in Q2 2025. 241 funds tracked by Wall St. Rank hold HLIT as of Q3 2025.

  • Spire Wealth Management reported no remaining Harmonic Inc position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 768 Harmonic Inc shares in Q3 2025, an estimated $7.27K.
  • Spire Wealth Management first reported a position in Harmonic Inc in Q4 2021 and held it in 3 quarters.
  • Spire Wealth Management's Harmonic Inc position peaked at $7.27K in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Harmonic Inc as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.