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Helios Technologies shares owned by Venturi Wealth Management

Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by Venturi Wealth Management from 13F filings

Historical chart of Venturi Wealth Management investment in Helios Technologies

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All positions including Helios Technologies held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Helios Technologies by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8k 101 47.70
2023-09-30 $19k 350 55.48
2023-06-30 $23k 350 66.09
2023-03-31 $23k 350 65.40

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View all positions for Venturi Wealth Management

Top funds holding Helios Technologies

Daniel D. Thurber
Vanguard Group
BlackRock
BlackRock
Thrivent Financial for Lutherans
Brown Capital Management
Conestoga Capital Advisors
Dimensional Fund Advisors
Sara-Bay Financial
Barrow, Hanley, Mewhinney & Strauss
Bank of America Corporation
State Street Corporation
Geode Capital Management
Henderson Group
T. Rowe Price Investment Management

View all funds holding Helios Technologies