Corient Private Wealth
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Corient Private Wealth’s Hercules Capital HTGC Stock Holding History

Corient Private Wealth’s Portfolio HTGC Stock Details HTGC Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$985K Sell
2025
Q2 		$1.01M Buy
2025
Q1 		$499K Buy
2024
Q4 		$400K Sell
2024
Q3 		$742K Buy
2024
Q2 		$308K Sell
2024
Q1 		$403K Buy
2023
Q4 		$220K Sell
2023
Q3 		$247K Buy