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Iron Horse Wealth Management’s Hercules Capital HTGC Stock Holding History

Iron Horse 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 		$2.8K Buy
153
+3
+2% +$53 ﹤0.01% 440
2025
Q1 		$2.88K Buy
+150
New +$3.03K ﹤0.01% 423

Other funds holding HTGC

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Iron Horse Wealth Management's HTGC Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Hercules Capital (HTGC) stake by 2% in Q2 2025, buying an estimated $53 and bringing the position to 153 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Iron Horse Wealth Management first reported a position in HTGC in Q1 2025 and has held it in 2 quarters since. The position peaked at $2.88K in Q1 2025. 327 funds tracked by Wall St. Rank hold HTGC as of Q2 2025.

  • Iron Horse Wealth Management held 153 shares of Hercules Capital worth $2.8K as of Q2 2025.
  • Iron Horse Wealth Management bought 3 Hercules Capital shares in Q2 2025, an estimated $53.
  • Hercules Capital made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #440 holding.
  • Iron Horse Wealth Management first reported a position in Hercules Capital in Q1 2025 and has held it in 2 quarters since.
  • Iron Horse Wealth Management's Hercules Capital position peaked at $2.88K in Q1 2025.
  • 327 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.