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Twin Peaks Wealth Advisors’s Hercules Capital HTGC Stock Holding History

Twin Peaks Wealth 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
2025
Q3 		– Sell
-451
Closed -$8.67K – 1051
2025
Q2 		$8.67K Buy
+451
New +$7.99K ﹤0.01% 1015

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SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Twin Peaks Wealth Advisors's HTGC Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Hercules Capital (HTGC) in Q3 2025, closing a stake of 451 shares — an estimated $8.67K sold.

Twin Peaks Wealth Advisors first reported a position in HTGC in Q2 2025 and held it in 1 quarter. The position peaked at $8.67K in Q2 2025. 344 funds tracked by Wall St. Rank hold HTGC as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Hercules Capital position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 451 Hercules Capital shares in Q3 2025, an estimated $8.67K.
  • Twin Peaks Wealth Advisors first reported a position in Hercules Capital in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Hercules Capital position peaked at $8.67K in Q2 2025.
  • 344 funds tracked by Wall St. Rank held Hercules Capital as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.