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Rhodes Investment Advisors’s Hercules Capital HTGC Stock Holding History

Rhodes Investment 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
Q1 		– Sell
-39,300
Closed -$740K – 123
2025
Q4 		$740K Buy
+39,300
New +$709K 0.6% 52

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Morgan Stanley
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Rhodes Investment Advisors's HTGC Position: Q1 2026 in Review

Rhodes Investment Advisors sold out of Hercules Capital (HTGC) in Q1 2026, closing a stake of 39,300 shares — an estimated $740K sold.

Rhodes Investment Advisors first reported a position in HTGC in Q4 2025 and held it in 1 quarter. The position peaked at $740K in Q4 2025. 350 funds tracked by Wall St. Rank hold HTGC as of Q1 2026.

  • Rhodes Investment Advisors reported no remaining Hercules Capital position as of Q1 2026 after selling out during the quarter.
  • Rhodes Investment Advisors sold 39,300 Hercules Capital shares in Q1 2026, an estimated $740K.
  • Rhodes Investment Advisors first reported a position in Hercules Capital in Q4 2025 and held it in 1 quarter.
  • Rhodes Investment Advisors's Hercules Capital position peaked at $740K in Q4 2025.
  • 350 funds tracked by Wall St. Rank held Hercules Capital as of Q1 2026.

Based on Rhodes Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.