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Gilpin Wealth Management’s Hercules Capital HTGC Stock Holding History

Gilpin 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
Q3 		– Sell
-723
Closed -$11.4K – 1448
2026
Q2 		$11.4K Hold
723
– – 0.01% 302
2026
Q1 		$10.7K Hold
723
– – 0.01% 289
2025
Q4 		$13.6K Buy
+723
New +$13K 0.01% 267

Other funds holding HTGC

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Gilpin Wealth Management's HTGC Position: Q3 2026 in Review

Gilpin Wealth Management sold out of Hercules Capital (HTGC) in Q3 2026, closing a stake of 723 shares — an estimated $11.4K sold.

Gilpin Wealth Management first reported a position in HTGC in Q4 2025 and held it in 3 quarters. The position peaked at $13.6K in Q4 2025. 10 funds tracked by Wall St. Rank hold HTGC as of Q3 2026.

  • Gilpin Wealth Management reported no remaining Hercules Capital position as of Q3 2026 after selling out during the quarter.
  • Gilpin Wealth Management sold 723 Hercules Capital shares in Q3 2026, an estimated $11.4K.
  • Gilpin Wealth Management first reported a position in Hercules Capital in Q4 2025 and held it in 3 quarters.
  • Gilpin Wealth Management's Hercules Capital position peaked at $13.6K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Hercules Capital as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.