Cedar Wealth Management’s Hercules Capital HTGC Stock Holding History

Cedar 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 Q1	–	Sell	-6,559	Closed	-$123K	–	153
2025 Q4	$123K	Sell	6,559 -2,400	-27%	-$43.3K	0.04%	98
2025 Q3	$169K	Sell	8,959 -800	-8%	-$15.3K	0.05%	90
2025 Q2	$178K	Hold	9,759	–	–	0.06%	83
2025 Q1	$187K	Hold	9,759	–	–	0.07%	83
2024 Q4	$196K	Hold	9,759	–	–	0.07%	76
2024 Q3	$192K	Hold	9,759	–	–	0.06%	106
2024 Q2	$200K	Hold	9,759	–	–	0.06%	104
2024 Q1	$180K	Hold	9,759	–	–	0.06%	117
2023 Q4	$163K	Hold	9,759	–	–	0.06%	113
2023 Q3	$160K	Hold	9,759	–	–	0.06%	113
2023 Q2	$144K	Hold	9,759	–	–	0.06%	116
2023 Q1	$126K	Hold	9,759	–	–	0.05%	113
2022 Q4	$129K	Hold	9,759	–	–	0.06%	104
2022 Q3	$113K	Sell	9,759 -8,375	-46%	-$120K	0.06%	119
2022 Q2	$245K	Hold	18,134	–	–	0.11%	96
2022 Q1	$328K	Hold	18,134	–	–	0.13%	93
2021 Q4	$301K	Buy	+18,134	New	+$307K	0.12%	105

Other funds holding HTGC

SIS

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

VanEck Associates New York $164B AUM 112.45% 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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

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

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

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

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

Cedar Wealth Management's HTGC Position: Q1 2026 in Review

Cedar Wealth Management sold out of Hercules Capital (HTGC) in Q1 2026, closing a stake of 6,559 shares — an estimated $123K sold.

Cedar Wealth Management first reported a position in HTGC in Q4 2021 and held it in 17 quarters. The position peaked at $328K in Q1 2022. 350 funds tracked by Wall St. Rank hold HTGC as of Q1 2026.

Cedar Wealth Management reported no remaining Hercules Capital position as of Q1 2026 after selling out during the quarter.
Cedar Wealth Management sold 6,559 Hercules Capital shares in Q1 2026, an estimated $123K.
Cedar Wealth Management first reported a position in Hercules Capital in Q4 2021 and held it in 17 quarters.
Cedar Wealth Management's Hercules Capital position peaked at $328K in Q1 2022.
350 funds tracked by Wall St. Rank held Hercules Capital as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.