Wealth Enhancement Advisory Services
HTGC icon

Wealth Enhancement Advisory Services’s Hercules Capital HTGC Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.27M Buy
79,383
+8,267
+12% +$129K ﹤0.01% 1903
2026
Q1 		$1.06M Sell
71,116
-31,843
-31% -$520K ﹤0.01% 1754
2025
Q4 		$1.92M Buy
102,959
+13,384
+15% +$241K ﹤0.01% 1538
2025
Q3 		$1.61M Buy
89,575
+56,797
+173% +$1.09M ﹤0.01% 1581
2025
Q2 		$610K Sell
32,778
-54
-0.2% -$957 ﹤0.01% 2078
2025
Q1 		$631K Buy
32,832
+628
+2% +$12.7K ﹤0.01% 1881
2024
Q4 		$647K Buy
32,204
+15,097
+88% +$295K ﹤0.01% 1806
2024
Q3 		$336K Buy
+17,107
New +$337K ﹤0.01% 2094

Other funds holding HTGC

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Wealth Enhancement Advisory Services's HTGC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Hercules Capital (HTGC) stake by 12% in Q2 2026, buying an estimated $129K and bringing the position to 79,383 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

Wealth Enhancement Advisory Services first reported a position in HTGC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.92M in Q4 2025. 41 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 79,383 shares of Hercules Capital worth $1.27M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,267 Hercules Capital shares in Q2 2026, an estimated $129K.
  • Hercules Capital made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1903 holding.
  • Wealth Enhancement Advisory Services first reported a position in Hercules Capital in Q3 2024 and has held it in 8 quarters since.
  • Wealth Enhancement Advisory Services's Hercules Capital position peaked at $1.92M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.