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Guerra Advisors’s Hercules Capital HTGC Stock Holding History

Guerra Advisors’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
Q3 		$91.4K Buy
+4,835
New +$92.7K 0.03% 129

Other funds holding HTGC

UBP
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VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guerra Advisors's HTGC Position: Q3 2025 in Review

Guerra Advisors opened a new position in Hercules Capital (HTGC) in Q3 2025: 4,835 shares worth $91.4K. The stake represents 0.03% of the portfolio and ranks #129 among its holdings.

344 funds tracked by Wall St. Rank hold HTGC as of Q3 2025.

  • Guerra Advisors held 4,835 shares of Hercules Capital worth $91.4K as of Q3 2025.
  • Hercules Capital was a new Guerra Advisors position in Q3 2025.
  • Hercules Capital made up 0.03% of Guerra Advisors's portfolio in Q3 2025, its #129 holding.
  • 344 funds tracked by Wall St. Rank held Hercules Capital as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.