Partnership Wealth Management, LLC

SEC CIK: 0002010656
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

HLGN holding history

Heliogen, Inc. in every 13F filed by Partnership Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HLGN overview All 13F holders of HLGN Full Q2 2026 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of HLGN by Partnership Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−28−100.0%	Sold out	Holders
Q1 2024	28	$41	<0.1%	00.0%	Unchanged	Holders
Q4 2023	28	$42	<0.1%	–	No prior filing	Holders