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

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

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

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

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

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

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

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

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

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 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.

87 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.
87 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.