Hercules Technology Growth Capital shares owned by AE Wealth Management
Quarter-by-quarter ownership of Hercules Technology Growth Capital (HTGC) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Hercules Technology Growth Capital
Tip: Access up to 7 years of quarterly data
All positions including Hercules Technology Growth Capital held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Hercules Technology Growth Capital by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $548k | 29k | 18.91 |
| 2025-06-30 | $519k | 28k | 18.28 |
| 2025-03-31 | $502k | 26k | 19.21 |
| 2024-12-31 | $541k | 27k | 20.09 |
| 2024-09-30 | $478k | 24k | 19.64 |
| 2024-06-30 | $622k | 30k | 20.45 |
| 2024-03-31 | $472k | 26k | 18.45 |
| 2023-12-31 | $788k | 45k | 17.56 |
| 2023-09-30 | $634k | 39k | 16.42 |
| 2023-06-30 | $538k | 36k | 14.80 |
| 2023-03-31 | $969k | 75k | 12.89 |
| 2022-12-31 | $1.9M | 141k | 13.22 |
| 2022-09-30 | $705k | 61k | 11.58 |
| 2022-06-30 | $957k | 71k | 13.49 |
| 2022-03-31 | $1.4M | 75k | 18.07 |
| 2021-12-31 | $1.3M | 76k | 16.59 |
| 2021-09-30 | $1.3M | 76k | 16.61 |
| 2021-06-30 | $1.3M | 77k | 17.06 |
| 2021-03-31 | $270k | 17k | 16.04 |
| 2020-12-31 | $268k | 19k | 14.41 |
| 2020-09-30 | $202k | 18k | 11.54 |
| 2020-06-30 | $240k | 23k | 10.46 |
Top funds holding Hercules Technology Growth Capital
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