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Annis Gardner Whiting Capital Advisors’s Hercules Capital HTGC Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q1 		$105K Buy
7,090
+1,035
+17% +$16.9K 0.02% 435
2025
Q4 		$114K Sell
6,055
-650
-10% -$11.7K 0.02% 380
2025
Q3 		$127K Hold
6,705
– – 0.03% 342
2025
Q2 		$123K Hold
6,705
– – 0.04% 282
2025
Q1 		$129K Hold
6,705
– – 0.05% 235
2024
Q4 		$135K Hold
6,705
– – 0.04% 242
2024
Q3 		$132K Hold
6,705
– – 0.04% 249
2024
Q2 		$137K Hold
6,705
– – 0.04% 252
2024
Q1 		$124K Hold
6,705
– – 0.04% 251
2023
Q4 		$112K Hold
6,705
– – 0.05% 206
2023
Q3 		$110K Buy
+6,705
New +$110K 0.06% 193

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