JWM
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JPL Wealth Management’s Hercules Capital HTGC Stock Holding History

JPL 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
2026
Q1 		$2.95K Buy
+200
New +$3.27K ﹤0.01% 844
2025
Q4 		– Sell
-200
Closed -$3.78K – 574
2025
Q3 		$3.78K Buy
+200
New +$3.83K ﹤0.01% 719

Other funds holding HTGC

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JPL Wealth Management's HTGC Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Hercules Capital (HTGC) in Q1 2026: 200 shares worth $2.95K. The stake represents ﹤0.01% of the portfolio and ranks #844 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in HTGC as recently as Q3 2025.

JPL Wealth Management first reported a position in HTGC in Q3 2025 and has held it in 2 quarters since. The position peaked at $3.78K in Q3 2025. 349 funds tracked by Wall St. Rank hold HTGC as of Q1 2026.

  • JPL Wealth Management held 200 shares of Hercules Capital worth $2.95K as of Q1 2026.
  • Hercules Capital was a new JPL Wealth Management position in Q1 2026.
  • Hercules Capital made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #844 holding.
  • JPL Wealth Management first reported a position in Hercules Capital in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Hercules Capital position peaked at $3.78K in Q3 2025.
  • 349 funds tracked by Wall St. Rank held Hercules Capital as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.