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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
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

VanEck Associates
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SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Gilpin Wealth Management's HTGC Position: Q2 2026 in Review

Gilpin Wealth Management held its Hercules Capital (HTGC) position steady in Q2 2026 at 723 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #302.

Gilpin Wealth Management first reported a position in HTGC in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.6K in Q4 2025. 331 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Gilpin Wealth Management held 723 shares of Hercules Capital worth $11.4K as of Q2 2026.
  • Gilpin Wealth Management left its Hercules Capital share count unchanged in Q2 2026.
  • Hercules Capital made up 0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #302 holding.
  • Gilpin Wealth Management first reported a position in Hercules Capital in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Hercules Capital position peaked at $13.6K in Q4 2025.
  • 331 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.