Back to HLIO
CONGRESS ASSET MANAGEMENT CO → HLIO
CONGRESS ASSET MANAGEMENT CO HLIO Position History
Helios Technologies, Inc. • Industrials
Quarters held
5
Latest value
$10.3M
Q3 2026
Peak value
$11.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.1M |
| Q4 2025 | $3.2M |
| Q1 2026 | $4.6M |
| Q2 2026 | $11.2M |
| Q3 2026 | $10.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.3M | 152.1K | — | — |
| Q2 2026 | $11.2M | 125.2K | — | — |
| Q1 2026 | $4.6M | 70.4K | — | — |
| Q4 2025 | $3.2M | 60.5K | — | — |
| Q3 2025 | $3.1M | 58.8K | — | — |
Other funds holding HLIO
$102.3M
$77.8M
$75.1M
$75.1M
$74.7M
$65.4M