Back to HELE
True Wealth Design, LLC → HELE
True Wealth Design, LLC HELE Position History
Helen of Troy Limited • Consumer Cyclical
Quarters held
4
Latest value
$13K
Q3 2026
Peak value
$15K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $303 |
| Q1 2026 | $4K |
| Q2 2026 | $15K |
| Q3 2026 | $13K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13K | 492 | — | — |
| Q2 2026 | $15K | 508 | — | — |
| Q1 2026 | $4K | 251 | — | — |
| Q3 2025 | $303 | 12 | — | — |
Other funds holding HELE
$204.5M
$164.5M
$135.8M
$100.8M
$97.3M
$91.6M
$90.4M