True Wealth Design’s Harmonic Inc HLIT Stock Holding History

True Wealth Design’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
2026 Q3	$3.18K	Hold	301	–	–	﹤0.01%	1507
2026 Q2	$4.92K	Hold	301	–	–	﹤0.01%	1338
2026 Q1	$2.7K	Sell	301 -31	-9%	-$308	﹤0.01%	1424
2025 Q4	$3.28K	Buy	332 +154	+87%	+$1.55K	﹤0.01%	1255
2025 Q3	$1.81K	Buy	178 +109	+158%	+$1.03K	﹤0.01%	1499
2025 Q2	$654	Sell	69 -167	-71%	-$1.52K	﹤0.01%	1636
2025 Q1	$2.26K	Buy	236 +230	+3,833%	+$2.53K	﹤0.01%	966
2024 Q4	$80	Sell	6 -572	-99%	-$7.46K	﹤0.01%	1291
2024 Q3	$8.42K	Buy	+578	New	+$7.72K	﹤0.01%	452

Other funds holding HLIT

SBCM

Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

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

True Wealth Design held its Harmonic Inc (HLIT) position steady in Q3 2026 at 301 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

True Wealth Design first reported a position in HLIT in Q3 2024 and has held it in 9 quarters since. The position peaked at $8.42K in Q3 2024. 14 funds tracked by Wall St. Rank hold HLIT as of Q3 2026.

True Wealth Design held 301 shares of Harmonic Inc worth $3.18K as of Q3 2026.
True Wealth Design left its Harmonic Inc share count unchanged in Q3 2026.
Harmonic Inc made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1507 holding.
True Wealth Design first reported a position in Harmonic Inc in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Harmonic Inc position peaked at $8.42K in Q3 2024.
14 funds tracked by Wall St. Rank held Harmonic Inc as of Q3 2026.

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