Back to HLIO
Pinnacle Wealth Management Advisory Group, LLC → HLIO
Pinnacle Wealth Management Advisory Group, LLC HLIO Position History
Helios Technologies, Inc. • Industrials
Quarters held
4
Latest value
$374K
Q3 2026
Peak value
$571K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $530K |
| Q1 2026 | $571K |
| Q2 2026 | $500K |
| Q3 2026 | $374K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $374K | 5.5K | — | — |
| Q2 2026 | $500K | 5.6K | — | — |
| Q1 2026 | $571K | 8.8K | — | — |
| Q4 2025 | $530K | 9.9K | — | — |
Other funds holding HLIO
$102.3M
$77.8M
$75.1M
$75.1M
$74.7M
$65.4M