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True Wealth Design’s Helios Technologies HLIO Stock Holding History

True Wealth Design’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 		$1.09K Hold
16
– – ﹤0.01% 1910
2026
Q2 		$1.43K Buy
16
+2
+14% +$154 ﹤0.01% 1848
2026
Q1 		$906 Hold
14
– – ﹤0.01% 1836
2025
Q4 		$749 Hold
14
– – ﹤0.01% 1812
2025
Q3 		$730 Hold
14
– – ﹤0.01% 1873
2025
Q2 		$468 Buy
14
+6
+75% +$181 ﹤0.01% 1770
2025
Q1 		$257 Buy
+8
New +$322 ﹤0.01% 1850

Other funds holding HLIO

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's HLIO Position: Q3 2026 in Review

True Wealth Design held its Helios Technologies (HLIO) position steady in Q3 2026 at 16 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1910.

True Wealth Design first reported a position in HLIO in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.43K in Q2 2026. 8 funds tracked by Wall St. Rank hold HLIO as of Q3 2026.

  • True Wealth Design held 16 shares of Helios Technologies worth $1.09K as of Q3 2026.
  • True Wealth Design left its Helios Technologies share count unchanged in Q3 2026.
  • Helios Technologies made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1910 holding.
  • True Wealth Design first reported a position in Helios Technologies in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Helios Technologies position peaked at $1.43K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.