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Balboa Wealth Partners’s Hercules Capital HTGC Stock Holding History

Balboa Wealth Partners’s Portfolio HTGC Stock Details HTGC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$547K Buy
29,949
+1,500
+5% +$27.4K 0.11% 149
2025
Q1 		$547K Hold
28,449
– – 0.13% 123
2024
Q4 		$572K Buy
28,449
+1,555
+6% +$31.2K 0.13% 128
2024
Q3 		$528K Buy
+26,894
New +$528K 0.13% 138