Forvis Mazars Wealth Advisors’s Heliogen, Inc. HLGN Stock Holding History

Forvis Mazars Wealth 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
2023 Q3	–	Sell	-417	Closed	-$3.58K	–	413
2023 Q2	$3.58K	Hold	417	–	–	﹤0.01%	407
2023 Q1	$3.5K	Hold	417	–	–	﹤0.01%	408
2022 Q4	$10.2K	Buy	+417	New	+$18.8K	﹤0.01%	387

Other funds holding HLGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SAMH

Shanda Asset Management Holdings Tortola,, British Virgin Islands $1.85B AUM 36.09% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Forvis Mazars Wealth Advisors's HLGN Position: Q3 2023 in Review

Forvis Mazars Wealth Advisors sold out of Heliogen, Inc. (HLGN) in Q3 2023, closing a stake of 417 shares — an estimated $3.58K sold.

Forvis Mazars Wealth Advisors first reported a position in HLGN in Q4 2022 and held it in 3 quarters. The position peaked at $10.2K in Q4 2022. 31 funds tracked by Wall St. Rank hold HLGN as of Q3 2023.

Forvis Mazars Wealth Advisors reported no remaining Heliogen, Inc. position as of Q3 2023 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 417 Heliogen, Inc. shares in Q3 2023, an estimated $3.58K.
Forvis Mazars Wealth Advisors first reported a position in Heliogen, Inc. in Q4 2022 and held it in 3 quarters.
Forvis Mazars Wealth Advisors's Heliogen, Inc. position peaked at $10.2K in Q4 2022.
31 funds tracked by Wall St. Rank held Heliogen, Inc. as of Q3 2023.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.