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Significant Wealth Partners’s Hercules Capital HTGC Stock Holding History

Significant Wealth Partners’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 		$1.99M Buy
126,219
+1,083
+0.9% +$16.8K 2.16% 10
2026
Q1 		$1.85M Buy
+125,136
New +$2.04M 2.28% 9
2024
Q2 		– Sell
-86,717
Closed -$1.6M – 110
2024
Q1 		$1.6M Buy
86,717
+57,059
+192% +$1.01M 1.05% 31
2023
Q4 		$494K Buy
+29,658
New +$469K 0.36% 80

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

Significant Wealth Partners's HTGC Position: Q2 2026 in Review

Significant Wealth Partners increased its Hercules Capital (HTGC) stake by 0.87% in Q2 2026, buying an estimated $16.8K and bringing the position to 126,219 shares worth $1.99M. The position accounts for 2.16% of the portfolio, ranked #10.

Significant Wealth Partners first reported a position in HTGC in Q4 2023 and has held it in 4 quarters since. 331 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Significant Wealth Partners held 126,219 shares of Hercules Capital worth $1.99M as of Q2 2026.
  • Significant Wealth Partners bought 1,083 Hercules Capital shares in Q2 2026, an estimated $16.8K.
  • Hercules Capital made up 2.16% of Significant Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • Significant Wealth Partners first reported a position in Hercules Capital in Q4 2023 and has held it in 4 quarters since.
  • 331 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.