Heliogen, Inc.
HLGNDelisted Jun 10, 2024- Industry
- Electric Services
- SEC CIK
- 0001840292
Heliogen, Inc. was delisted on Jun 10, 2024; its insiders filed their last Form 4 on Jun 17, 2025; 3 institutions reported holding it in 13F filings for Q1 2024, worth $479 in total; no superinvestor held it.
13F holders, Q1 2024
Institutional positions in Heliogen, Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3
- −2 vs. Q4 2023
- Shares held
- 330
- −28.7K (−98.9%) vs. Q4 2023
- Total value
- $479
- −$57.7K (−99.2%) vs. Q4 2023
- New holders
- 1
- 0 more added
- Sold out
- 3
- 1 more reduced
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HLGN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 2 | $1.14K |
| Q1 2025 | 2 | $786 |
| Q4 2024 | 3 | $600 |
| Q3 2024 | 3 | $549 |
| Q2 2024 | 3 | $853 |
| Q1 2024 | 3 | $479 |
| Q4 2023 | 5 | $58.1K |
| Q3 2023 | 31 | $2.07M |
| Q2 2023 | 72 | $9.40M |
| Q1 2023 | 80 | $13.4M |
| Q4 2022 | 99 | $47.4M |
| Q3 2022 | 86 | $135.2M |
| Q2 2022 | 82 | $119.8M |
| Q1 2022 | 68 | $261.3M |
| Q4 2021 | 25 | $485.7M |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Heliogen, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 285 | $413 | 0.00% | −51−15.2% | Reduced |
| Partnership Wealth Management, LLC | 28 | $41 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 17 | $25 | 0.00% | +17 | New |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −18,389−100.0% | Sold out |
| CKW Financial Group | 0 | $0 | 0.00% | −9,914−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −323−100.0% | Sold out |