Bogart Wealth LLC’s Hercules Capital HTGC Stock Holding History

Bogart Wealth 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	$55.2K	Buy	+3,500	New	+$54.4K	﹤0.01%	513

Other funds holding HTGC

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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Bogart Wealth LLC's HTGC Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Hercules Capital (HTGC) in Q2 2026: 3,500 shares worth $55.2K. The stake represents ﹤0.01% of the portfolio and ranks #513 among its holdings.

332 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

Bogart Wealth LLC held 3,500 shares of Hercules Capital worth $55.2K as of Q2 2026.
Hercules Capital was a new Bogart Wealth LLC position in Q2 2026.
Hercules Capital made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #513 holding.
332 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.