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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

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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. 332 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.
  • 332 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.