ASN
HLGN

Advisory Services Network’s Heliogen, Inc. HLGN Stock Holding History

Advisory Services Network’s Portfolio HLGN Stock Details HLGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-323
Closed -$646 – 3902
2023
Q4 		$646 Buy
+323
New +$771 ﹤0.01% 3598
2023
Q3 		– Sell
-323
Closed -$2.77K – 1562
2023
Q2 		$2.77K Buy
323
+236
+271% +$2.16K ﹤0.01% 1435
2023
Q1 		$730 Hold
87
– – ﹤0.01% 3669
2022
Q4 		$2.12K Buy
+87
New +$3.92K ﹤0.01% 3417

Other funds holding HLGN

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $148M AUM 31.4% 1-Year Est. Return
HFS
Horizon Financial Services Winston Salem, North Carolina $226M AUM 11.47% 1-Year Est. Return