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Nova Wealth Management’s Hercules Capital HTGC Stock Holding History

Nova 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 		$39.8K Hold
2,523
– – 0.02% 248
2026
Q1 		$37.3K Hold
2,523
– – 0.02% 231
2025
Q4 		$47.5K Hold
2,523
– – 0.03% 206
2025
Q3 		$47.7K Hold
2,523
– – 0.03% 209
2025
Q2 		$46.1K Hold
2,523
– – 0.03% 211
2025
Q1 		$48.5K Hold
2,523
– – 0.04% 198
2024
Q4 		$50.7K Buy
+2,523
New +$49.2K 0.04% 169

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 40.91% 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

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

Nova Wealth Management held its Hercules Capital (HTGC) position steady in Q2 2026 at 2,523 shares worth $39.8K. The position accounts for 0.02% of the portfolio, ranked #248.

Nova Wealth Management first reported a position in HTGC in Q4 2024 and has held it in 7 quarters since. The position peaked at $50.7K in Q4 2024. 331 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Nova Wealth Management held 2,523 shares of Hercules Capital worth $39.8K as of Q2 2026.
  • Nova Wealth Management left its Hercules Capital share count unchanged in Q2 2026.
  • Hercules Capital made up 0.02% of Nova Wealth Management's portfolio in Q2 2026, its #248 holding.
  • Nova Wealth Management first reported a position in Hercules Capital in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's Hercules Capital position peaked at $50.7K in Q4 2024.
  • 331 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.