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Clark Wealth Partners’s Hercules Capital HTGC Stock Holding History

Clark Wealth Partners’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
-1,046
Closed -$19.7K – 624
2025
Q4 		$19.7K Hold
1,046
– – 0.01% 184
2025
Q3 		$19.7K Buy
1,046
+23
+2% +$441 0.01% 184
2025
Q2 		$18.7K Hold
1,023
– – 0.01% 162
2025
Q1 		$19.7K Hold
1,023
– – 0.01% 155
2024
Q4 		$20.6K Buy
+1,023
New +$20K 0.02% 131

Other funds holding HTGC

SIS
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clark Wealth Partners's HTGC Position: Q1 2026 in Review

Clark Wealth Partners sold out of Hercules Capital (HTGC) in Q1 2026, closing a stake of 1,046 shares — an estimated $19.7K sold.

Clark Wealth Partners first reported a position in HTGC in Q4 2024 and held it in 5 quarters. The position peaked at $20.6K in Q4 2024. 350 funds tracked by Wall St. Rank hold HTGC as of Q1 2026.

  • Clark Wealth Partners reported no remaining Hercules Capital position as of Q1 2026 after selling out during the quarter.
  • Clark Wealth Partners sold 1,046 Hercules Capital shares in Q1 2026, an estimated $19.7K.
  • Clark Wealth Partners first reported a position in Hercules Capital in Q4 2024 and held it in 5 quarters.
  • Clark Wealth Partners's Hercules Capital position peaked at $20.6K in Q4 2024.
  • 350 funds tracked by Wall St. Rank held Hercules Capital as of Q1 2026.

Based on Clark Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.