HHM Wealth Advisors’s Hercules Capital HTGC Stock Holding History

HHM Wealth 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
2026 Q2	$23.7K	Hold	1,500	–	–	﹤0.01%	498
2026 Q1	$22.2K	Hold	1,500	–	–	﹤0.01%	495
2025 Q4	$28.2K	Hold	1,500	–	–	﹤0.01%	444
2025 Q3	$28.4K	Hold	1,500	–	–	﹤0.01%	454
2025 Q2	$27.4K	Hold	1,500	–	–	﹤0.01%	464
2025 Q1	$28.8K	Hold	1,500	–	–	﹤0.01%	454
2024 Q4	$30.1K	Hold	1,500	–	–	﹤0.01%	434
2024 Q3	$29.5K	Hold	1,500	–	–	﹤0.01%	417
2024 Q2	$30.7K	Buy	+1,500	New	+$28.9K	﹤0.01%	399

Other funds holding HTGC

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

HHM Wealth Advisors's HTGC Position: Q2 2026 in Review

HHM Wealth Advisors held its Hercules Capital (HTGC) position steady in Q2 2026 at 1,500 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

HHM Wealth Advisors first reported a position in HTGC in Q2 2024 and has held it in 9 quarters since. The position peaked at $30.7K in Q2 2024. 331 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

HHM Wealth Advisors held 1,500 shares of Hercules Capital worth $23.7K as of Q2 2026.
HHM Wealth Advisors left its Hercules Capital share count unchanged in Q2 2026.
Hercules Capital made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #498 holding.
HHM Wealth Advisors first reported a position in Hercules Capital in Q2 2024 and has held it in 9 quarters since.
HHM Wealth Advisors's Hercules Capital position peaked at $30.7K in Q2 2024.
331 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.