JWM
HTGC icon

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
Q2 		$3.15K Hold
200
– – ﹤0.01% 919
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

VanEck Associates
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

JPL Wealth Management's HTGC Position: Q2 2026 in Review

JPL Wealth Management held its Hercules Capital (HTGC) position steady in Q2 2026 at 200 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

JPL Wealth Management first reported a position in HTGC in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.78K in Q3 2025. 332 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • JPL Wealth Management held 200 shares of Hercules Capital worth $3.15K as of Q2 2026.
  • JPL Wealth Management left its Hercules Capital share count unchanged in Q2 2026.
  • Hercules Capital made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #919 holding.
  • JPL Wealth Management first reported a position in Hercules Capital in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Hercules Capital position peaked at $3.78K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.