Golden State Wealth Management’s Hercules Capital HTGC Stock Holding History

Golden State 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
2025 Q2	$1.38M	Sell
2025 Q1	$1.99M	Sell
2024 Q4	$2.32M	Buy
2022 Q1	$963K	Buy
2021 Q4	$809K	Buy
2021 Q3	$483K	Buy