Apollon Wealth Management’s Hercules Capital HTGC Stock Holding History

Apollon Wealth Management’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	$2.4M	Buy	152,377 +581	+0.4%	+$9.04K	0.03%	449
2026 Q1	$2.24M	Buy	151,796 +132,351	+681%	+$2.16M	0.04%	359
2025 Q4	$366K	Buy	19,445 +301	+2%	+$5.43K	0.01%	975
2025 Q3	$362K	Buy	19,144 +41	+0.2%	+$786	0.01%	968
2025 Q2	$349K	Sell	19,103 -970	-5%	-$17.2K	0.01%	953
2025 Q1	$386K	Buy	20,073 +4,451	+28%	+$89.9K	0.01%	856
2024 Q4	$314K	Buy	+15,622	New	+$305K	0.01%	925

Other funds holding HTGC

SIS

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

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

TFCM

Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Apollon Wealth Management's HTGC Position: Q2 2026 in Review

Apollon Wealth Management increased its Hercules Capital (HTGC) stake by 0.38% in Q2 2026, buying an estimated $9.04K and bringing the position to 152,377 shares worth $2.4M. The position accounts for 0.03% of the portfolio, ranked #449.

Apollon Wealth Management first reported a position in HTGC in Q4 2024 and has held it in 7 quarters since. 87 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

Apollon Wealth Management held 152,377 shares of Hercules Capital worth $2.4M as of Q2 2026.
Apollon Wealth Management bought 581 Hercules Capital shares in Q2 2026, an estimated $9.04K.
Hercules Capital made up 0.03% of Apollon Wealth Management's portfolio in Q2 2026, its #449 holding.
Apollon Wealth Management first reported a position in Hercules Capital in Q4 2024 and has held it in 7 quarters since.
87 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.