Action Point Financial Planning’s Hercules Capital HTGC Stock Holding History

Action Point Financial Planning’s Portfolio HTGC Stock Details HTGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.1K	Buy	+831	New	+$12.9K	﹤0.01%	1333

Other funds holding HTGC

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Action Point Financial Planning's HTGC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Hercules Capital (HTGC) in Q2 2026: 831 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #1333 among its holdings.

331 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

Action Point Financial Planning held 831 shares of Hercules Capital worth $13.1K as of Q2 2026.
Hercules Capital was a new Action Point Financial Planning position in Q2 2026.
Hercules Capital made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1333 holding.
331 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.