Ancora Advisors’s Heliogen, Inc. HLGN Stock Holding History

Ancora Advisors’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
2025 Q1	–	Sell	-14,004	Closed	-$56	–	1931
2024 Q4	$56	Buy	+14,004	New	+$56	﹤0.01%	1779
2022 Q1	–	Sell	-406	Closed	-$24K	–	2635
2021 Q4	$24K	Sell	406 -854	-68%	-$299K	﹤0.01%	1533
2021 Q3	$438K	Sell	1,260 -57	-4%	-$19.7K	0.01%	579
2021 Q2	$447K	Buy	+1,317	New	+$448K	0.01%	571

Other funds holding HLGN

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

HFS

Horizon Financial Services Winston Salem, North Carolina $261M AUM 16.81% 1-Year Est. Return

Ancora Advisors's HLGN Position: Q1 2025 in Review

Ancora Advisors sold out of Heliogen, Inc. (HLGN) in Q1 2025, closing a stake of 14,004 shares — an estimated $56 sold.

Ancora Advisors first reported a position in HLGN in Q2 2021 and held it in 4 quarters. The position peaked at $447K in Q2 2021. 2 funds tracked by Wall St. Rank hold HLGN as of Q1 2025.

Ancora Advisors reported no remaining Heliogen, Inc. position as of Q1 2025 after selling out during the quarter.
Ancora Advisors sold 14,004 Heliogen, Inc. shares in Q1 2025, an estimated $56.
Ancora Advisors first reported a position in Heliogen, Inc. in Q2 2021 and held it in 4 quarters.
Ancora Advisors's Heliogen, Inc. position peaked at $447K in Q2 2021.
2 funds tracked by Wall St. Rank held Heliogen, Inc. as of Q1 2025.

Based on Ancora Advisors's 13F filing for Q1 2025, filed 15 May 2025.