Global Retirement Partners’s Hercules Capital HTGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.32M Buy
2025
Q2
$430K Buy
2024
Q4
$1.03M Sell
2024
Q3
$1.18M Buy
2024
Q2
$990K Buy
2024
Q1
$73.9K Sell
2023
Q4
$81.1K Buy
2023
Q3
$19.1K Hold
2023
Q2
$18K Sell
2023
Q1
$52.2K Buy
2022
Q4
$52.4K Buy
2022
Q3
$56K Buy
2022
Q2
$51K Hold
2022
Q1
$52K Buy
2021
Q4
Sell
2021
Q3
$20K Hold
2021
Q2
$21K Hold
2021
Q1
$19K Buy