Wealth Enhancement Trust Services’s Helios Technologies HLIO Stock Holding History

Wealth Enhancement Trust Services’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 Q2	$1.16K	Buy	+13	New	+$998	﹤0.01%	1097

Other funds holding HLIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wealth Enhancement Trust Services's HLIO Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in Helios Technologies (HLIO) in Q2 2026: 13 shares worth $1.16K. The stake represents ﹤0.01% of the portfolio and ranks #1097 among its holdings.

179 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Wealth Enhancement Trust Services held 13 shares of Helios Technologies worth $1.16K as of Q2 2026.
Helios Technologies was a new Wealth Enhancement Trust Services position in Q2 2026.
Helios Technologies made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1097 holding.
179 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.