Back to HLIO

GHP Investment Advisors, Inc. → HLIO

GHP Investment Advisors, Inc. HLIO Position History

Helios Technologies, Inc. • Industrials

Quarters held
7
Latest value
$1K
Q3 2026
Peak value
$4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.2M
Q4 2025$2.3M
Q1 2026$2.8M
Q2 2026$4M
Q2 2026$1K
Q3 2026$3.1M
Q3 2026$1K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1K21——
Q3 2026$3.1M45.4K——
Q2 2026$1K15——
Q2 2026$4M44.4K——
Q1 2026$2.8M42.6K——
Q4 2025$2.3M42.1K——
Q3 2025$2.2M41.4K——

Other funds holding HLIO

Other GHP Investment Advisors, Inc. positions

SCHW-PJ

SCHWAB STRATEGIC TR

$52.7M
AAPL

APPLE INC

$52.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$49.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$47.4M
AAPL

APPLE INC

$47M
SCHW-PJ

SCHWAB STRATEGIC TR

$46.6M
AAPL

APPLE INC

$44.3M
GOOGN

ALPHABET INC

$42.8M