PWM
HLGN

Partnership Wealth Management’s Heliogen, Inc. HLGN Stock Holding History

Partnership Wealth Management’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
Q2 		– Sell
-28
Closed -$41 – 216
2024
Q1 		$41 Hold
28
– – ﹤0.01% 210
2023
Q4 		$42 Buy
+28
New +$67 ﹤0.01% 210

Other funds holding HLGN

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
HFS
Horizon Financial Services Winston Salem, North Carolina $261M AUM 16.81% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

Partnership Wealth Management's HLGN Position: Q2 2024 in Review

Partnership Wealth Management sold out of Heliogen, Inc. (HLGN) in Q2 2024, closing a stake of 28 shares — an estimated $41 sold.

Partnership Wealth Management first reported a position in HLGN in Q4 2023 and held it in 2 quarters. The position peaked at $42 in Q4 2023. 3 funds tracked by Wall St. Rank hold HLGN as of Q2 2024.

  • Partnership Wealth Management reported no remaining Heliogen, Inc. position as of Q2 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 28 Heliogen, Inc. shares in Q2 2024, an estimated $41.
  • Partnership Wealth Management first reported a position in Heliogen, Inc. in Q4 2023 and held it in 2 quarters.
  • Partnership Wealth Management's Heliogen, Inc. position peaked at $42 in Q4 2023.
  • 3 funds tracked by Wall St. Rank held Heliogen, Inc. as of Q2 2024.

Based on Partnership Wealth Management's 13F filing for Q2 2024, filed 3 Jul 2024.