GeoWealth Management’s Hercules Capital HTGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,003
Closed -$201K 1398
2024
Q4
$201K Buy
+10,003
New +$201K 0.01% 764