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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → HLIO
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC HLIO Position History
Helios Technologies, Inc. • Industrials
Quarters held
2
Latest value
$525K
Q3 2026
Peak value
$525K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $500K |
| Q3 2026 | $525K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $525K | 7.7K | — | — |
| Q2 2026 | $500K | 6.2K | — | — |
Other funds holding HLIO
$102.3M
$77.8M
$75.1M
$75.1M
$74.7M
$65.4M