Back to HLIO
Private Wealth Management Group, LLC → HLIO
Private Wealth Management Group, LLC HLIO Position History
Helios Technologies, Inc. • Industrials
Quarters held
4
Latest value
$1K
Q3 2026
Peak value
$2K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1K |
| Q1 2026 | $1K |
| Q2 2026 | $2K |
| Q3 2026 | $1K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1K | 19 | — | — |
| Q2 2026 | $2K | 19 | — | — |
| Q1 2026 | $1K | 19 | — | — |
| Q4 2025 | $1K | 19 | — | — |
Other funds holding HLIO
$102.3M
$77.8M
$75.1M
$75.1M
$74.7M
$65.4M
$58.9M
$55.7M