Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Helix Energy Solutions HLX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio HLX Stock Details HLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-14,163
Closed -$91.6K – 3635
2025
Q2 		$91.6K Buy
+14,163
New +$93.8K ﹤0.01% 3151

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State Street
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American Century Companies
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealth Enhancement Advisory Services's HLX Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of Helix Energy Solutions (HLX) in Q3 2025, closing a stake of 14,163 shares — an estimated $91.6K sold.

Wealth Enhancement Advisory Services first reported a position in HLX in Q2 2025 and held it in 1 quarter. The position peaked at $91.6K in Q2 2025. 245 funds tracked by Wall St. Rank hold HLX as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining Helix Energy Solutions position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 14,163 Helix Energy Solutions shares in Q3 2025, an estimated $91.6K.
  • Wealth Enhancement Advisory Services first reported a position in Helix Energy Solutions in Q2 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Helix Energy Solutions position peaked at $91.6K in Q2 2025.
  • 245 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.