Chung Wu Investment Group’s Hercules Capital HTGC Stock Holding History

Chung Wu Investment Group’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	$205K	Hold	12,978	–	–	0.13%	103
2026 Q1	$192K	Hold	12,978	–	–	0.17%	88
2025 Q4	$244K	Hold	12,978	–	–	0.2%	76
2025 Q3	$245K	Sell	12,978 -2,200	-14%	-$42.2K	0.2%	83
2025 Q2	$277K	Hold	15,178	–	–	0.29%	66
2025 Q1	$292K	Hold	15,178	–	–	0.35%	51
2024 Q4	$305K	Buy	+15,178	New	+$296K	0.31%	59

Other funds holding HTGC

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SIS

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 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

Chung Wu Investment Group's HTGC Position: Q2 2026 in Review

Chung Wu Investment Group held its Hercules Capital (HTGC) position steady in Q2 2026 at 12,978 shares worth $205K. The position accounts for 0.13% of the portfolio, ranked #103.

Chung Wu Investment Group first reported a position in HTGC in Q4 2024 and has held it in 7 quarters since. The position peaked at $305K in Q4 2024. 331 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

Chung Wu Investment Group held 12,978 shares of Hercules Capital worth $205K as of Q2 2026.
Chung Wu Investment Group left its Hercules Capital share count unchanged in Q2 2026.
Hercules Capital made up 0.13% of Chung Wu Investment Group's portfolio in Q2 2026, its #103 holding.
Chung Wu Investment Group first reported a position in Hercules Capital in Q4 2024 and has held it in 7 quarters since.
Chung Wu Investment Group's Hercules Capital position peaked at $305K in Q4 2024.
331 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.