WealthBridge Capital Management’s Hercules Capital HTGC Stock Holding History

WealthBridge Capital 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	$189K	Hold	12,000	–	–	0.04%	232
2026 Q1	$177K	Hold	12,000	–	–	0.04%	218
2025 Q4	$226K	Hold	12,000	–	–	0.05%	195
2025 Q3	$227K	Hold	12,000	–	–	0.05%	197
2025 Q2	$219K	Hold	12,000	–	–	0.06%	198
2025 Q1	$231K	Hold	12,000	–	–	0.07%	185
2024 Q4	$241K	Hold	12,000	–	–	0.07%	182
2024 Q3	$236K	Hold	12,000	–	–	0.07%	189
2024 Q2	$245K	Hold	12,000	–	–	0.08%	156
2024 Q1	$221K	Hold	12,000	–	–	0.07%	176
2023 Q4	$200K	Hold	12,000	–	–	0.08%	175
2023 Q3	$197K	Hold	12,000	–	–	0.08%	169
2023 Q2	$178K	Hold	12,000	–	–	0.07%	175
2023 Q1	$155K	Hold	12,000	–	–	0.06%	185
2022 Q4	$159K	Hold	12,000	–	–	0.07%	191
2022 Q3	$162K	Hold	12,000	–	–	0.07%	193
2022 Q2	$162K	Hold	12,000	–	–	0.07%	193
2022 Q1	$217K	Hold	12,000	–	–	0.08%	172
2021 Q4	$199K	Buy	+12,000	New	+$203K	0.07%	164
2019 Q2	–	Sell	-6,000	Closed	-$82K	–	437
2019 Q1	$82K	Sell	6,000 -3,800	-39%	-$48.4K	0.05%	211
2018 Q4	$108K	Buy	+9,800	New	+$120K	0.08%	160

Other funds holding HTGC

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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

WealthBridge Capital Management's HTGC Position: Q2 2026 in Review

WealthBridge Capital Management held its Hercules Capital (HTGC) position steady in Q2 2026 at 12,000 shares worth $189K. The position accounts for 0.04% of the portfolio, ranked #232.

WealthBridge Capital Management first reported a position in HTGC in Q4 2018 and has held it in 21 quarters since. The position peaked at $245K in Q2 2024. 332 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

WealthBridge Capital Management held 12,000 shares of Hercules Capital worth $189K as of Q2 2026.
WealthBridge Capital Management left its Hercules Capital share count unchanged in Q2 2026.
Hercules Capital made up 0.04% of WealthBridge Capital Management's portfolio in Q2 2026, its #232 holding.
WealthBridge Capital Management first reported a position in Hercules Capital in Q4 2018 and has held it in 21 quarters since.
WealthBridge Capital Management's Hercules Capital position peaked at $245K in Q2 2024.
332 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.