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Mowery & Schoenfeld Wealth Management, LLC → HLIO
Mowery & Schoenfeld Wealth Management, LLC HLIO Position History
Helios Technologies, Inc. • Industrials
Quarters held
1
Latest value
$2K
Q3 2026
Peak value
$2K
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 29 | — | — |
Other funds holding HLIO
$102.3M
$77.8M
$75.1M
$75.1M
$74.7M
$65.4M