CG
HLGN

Cutler Group’s Heliogen, Inc. HLGN Stock Holding History

Cutler Group’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
2022
Q3 		– Sell
-114
Closed -$8K – 5723
2022
Q2 		$8K Sell
114
-755
-87% -$98.2K ﹤0.01% 3416
2022
Q1 		$107K Buy
+869
New +$159K 0.01% 1646

Other funds holding HLGN

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $148M AUM 31.4% 1-Year Est. Return

Cutler Group's HLGN Position: Q4 2023 in Review

Cutler Group sold out of Heliogen, Inc. (HLGN) in Q4 2023, closing a stake of 9 shares.

Cutler Group first reported a position in HLGN in Q1 2022 and held it in 7 quarters. The position peaked at $113K in Q1 2022. 5 funds tracked by Wall St. Rank hold HLGN as of Q4 2023.

  • Cutler Group reported no remaining Heliogen, Inc. position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 9 Heliogen, Inc. shares in Q4 2023.
  • Cutler Group first reported a position in Heliogen, Inc. in Q1 2022 and held it in 7 quarters.
  • Cutler Group's Heliogen, Inc. position peaked at $113K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Heliogen, Inc. as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.