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Garton & Associates Financial Advisors’s Hercules Capital HTGC Stock Holding History

Garton & Associates Financial Advisors’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
-4,265
Closed -$80.3K – 375
2025
Q4 		$80.3K Buy
+4,265
New +$76.9K 0.04% 285

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MC
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Garton & Associates Financial Advisors's HTGC Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Hercules Capital (HTGC) in Q1 2026, closing a stake of 4,265 shares — an estimated $80.3K sold.

Garton & Associates Financial Advisors first reported a position in HTGC in Q4 2025 and held it in 1 quarter. The position peaked at $80.3K in Q4 2025. 350 funds tracked by Wall St. Rank hold HTGC as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Hercules Capital position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 4,265 Hercules Capital shares in Q1 2026, an estimated $80.3K.
  • Garton & Associates Financial Advisors first reported a position in Hercules Capital in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Hercules Capital position peaked at $80.3K in Q4 2025.
  • 350 funds tracked by Wall St. Rank held Hercules Capital as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.