MWA
HLGN

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

MFA 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
2024
Q4 		– Sell
-14
Closed -$24 – 408
2024
Q3 		$24 Hold
14
– – ﹤0.01% 505
2024
Q2 		$38 Buy
+14
New +$38 ﹤0.01% 518

Other funds holding HLGN

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
HFS
Horizon Financial Services Winston Salem, North Carolina $261M AUM 16.81% 1-Year Est. Return

MFA Wealth Advisors's HLGN Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Heliogen, Inc. (HLGN) in Q4 2024, closing a stake of 14 shares — an estimated $24 sold.

MFA Wealth Advisors first reported a position in HLGN in Q2 2024 and held it in 2 quarters. The position peaked at $38 in Q2 2024. 3 funds tracked by Wall St. Rank hold HLGN as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Heliogen, Inc. position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 14 Heliogen, Inc. shares in Q4 2024, an estimated $24.
  • MFA Wealth Advisors first reported a position in Heliogen, Inc. in Q2 2024 and held it in 2 quarters.
  • MFA Wealth Advisors's Heliogen, Inc. position peaked at $38 in Q2 2024.
  • 3 funds tracked by Wall St. Rank held Heliogen, Inc. as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.