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Cornerstone Planning Group’s Hercules Capital HTGC Stock Holding History

Cornerstone Planning 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
Q1 		– Sell
-1,578
Closed -$29.2K – 1861
2025
Q4 		$29.2K Buy
+1,578
New +$28.5K ﹤0.01% 484

Other funds holding HTGC

SIS
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VanEck Associates New York $164B AUM 112.45% 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

Cornerstone Planning Group's HTGC Position: Q1 2026 in Review

Cornerstone Planning Group sold out of Hercules Capital (HTGC) in Q1 2026, closing a stake of 1,578 shares — an estimated $29.2K sold.

Cornerstone Planning Group first reported a position in HTGC in Q4 2025 and held it in 1 quarter. The position peaked at $29.2K in Q4 2025. 350 funds tracked by Wall St. Rank hold HTGC as of Q1 2026.

  • Cornerstone Planning Group reported no remaining Hercules Capital position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,578 Hercules Capital shares in Q1 2026, an estimated $29.2K.
  • Cornerstone Planning Group first reported a position in Hercules Capital in Q4 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's Hercules Capital position peaked at $29.2K in Q4 2025.
  • 350 funds tracked by Wall St. Rank held Hercules Capital as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.