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Pandowealth. LLC’s Hercules Capital HTGC Stock Holding History

Pandowealth. LLC’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 		$0 Hold
2,507,600
– – ﹤0.01% 19
2026
Q1 		$0 Hold
2,507,600
– – ﹤0.01% 20
2025
Q4 		$0 Buy
+2,507,600
New +$45.2M ﹤0.01% 20

Other funds holding HTGC

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Pandowealth. LLC's HTGC Position: Q2 2026 in Review

Pandowealth. LLC held its Hercules Capital (HTGC) position steady in Q2 2026 at 2,507,600 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #19.

Pandowealth. LLC first reported a position in HTGC in Q4 2025 and has held it in 3 quarters since. 188 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Pandowealth. LLC held 2,507,600 shares of Hercules Capital worth $0 as of Q2 2026.
  • Pandowealth. LLC left its Hercules Capital share count unchanged in Q2 2026.
  • Hercules Capital made up ﹤0.01% of Pandowealth. LLC's portfolio in Q2 2026, its #19 holding.
  • Pandowealth. LLC first reported a position in Hercules Capital in Q4 2025 and has held it in 3 quarters since.
  • 188 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Pandowealth. LLC's 13F filing for Q2 2026, filed 7 Aug 2026.