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Hercules Technology Growth Capital shares owned by Cornerstone Wealth Management

Quarter-by-quarter ownership of Hercules Technology Growth Capital (HTGC) shares owned by Cornerstone Wealth Management from 13F filings

Historical chart of Cornerstone 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 Cornerstone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hercules Technology Growth Capital by Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $390k 20k 19.64
2024-06-30 $381k 19k 20.45
2024-03-31 $270k 15k 18.45

More positions owned by Cornerstone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Procter & Gamble Company (PG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Pacer Us Small (CALF)

View all positions for Cornerstone Wealth Management

Top funds holding Hercules Technology Growth Capital

Van Eck Associates Corp.
Sound Income Strategies
Morgan Stanley
Susquehanna International
LPL Financial
Advisors Capital Management
Two Sigma Advisers
Royal Bank of Canada
Melia Wealth
BlackRock
Wells Fargo & Company
BlackRock
Citadel Advisors
Gilman Hill Asset Management
Two Sigma Investments

View all funds holding Hercules Technology Growth Capital