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CMH Wealth Management’s Hercules Capital HTGC Stock Holding History

CMH 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
Q2 		$730K Sell
46,270
-18,850
-29% -$293K 0.11% 91
2026
Q1 		$962K Buy
+65,120
New +$1.06M 0.17% 87

Other funds holding HTGC

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

CMH Wealth Management's HTGC Position: Q2 2026 in Review

CMH Wealth Management reduced its Hercules Capital (HTGC) stake by 29% in Q2 2026, selling an estimated $293K and leaving 46,270 shares worth $730K. The position accounts for 0.11% of the portfolio, ranked #91.

CMH Wealth Management first reported a position in HTGC in Q1 2026 and has held it in 2 quarters since. The position peaked at $962K in Q1 2026. 41 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • CMH Wealth Management held 46,270 shares of Hercules Capital worth $730K as of Q2 2026.
  • CMH Wealth Management sold 18,850 Hercules Capital shares in Q2 2026, an estimated $293K.
  • Hercules Capital made up 0.11% of CMH Wealth Management's portfolio in Q2 2026, its #91 holding.
  • CMH Wealth Management first reported a position in Hercules Capital in Q1 2026 and has held it in 2 quarters since.
  • CMH Wealth Management's Hercules Capital position peaked at $962K in Q1 2026.
  • 41 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.