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 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

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return