HeliogenHLGN

13F holders, Q1 2024 (March 31)
3holders
$1.45avg. 13F price*

At the end of Q1 2024, 3 institutions reported holding Heliogen Inc. (HLGN) in their 13F filings. The largest holders were Avior Wealth Management, LLC ($413), Partnership Wealth Management, LLC ($41) and Horizon Financial Services, LLC ($25).

Company
Heliogen Inc.
CUSIP
42329E204
Latest filing quarter
Q2 2025

History

Number of 13F holders

0123 Q1 2024: 3Q1 2024Q2 2024: 3Q2 2024Q3 2024: 3Q3 2024Q4 2024: 3Q4 2024Q1 2025: 2Q1 2025Q2 2025: 2Q2 2025

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$25
Exits3$57K

Ownership 3 holders

Avior Wealth Management, LLC 0.00% Reduce -15.2% 285 $413
Partnership Wealth Management, LLC 0.00% No change 28 $41
Horizon Financial Services, LLC 0.00% New 17 $25

"% of holder's portfolio" is HLGN's weight in each manager's 13F, not the share of Heliogen Inc. the manager owns.