GEN Financial Management, INC.

Position in HTGC — Hercules Capital, Inc.

CIK 2032497 PLYMOUTH, MN

Position in HTGC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,204,544

New position

Shares Held

76,382

first reported quarter

Ownership

0.041%

of shares outstanding

% of Portfolio

19.11%

of 13F equity value

Holder Rank

#98

of 332 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

GEN Financial Management, INC. holds $2,599,008 across 3 Asset Management names. HTGC ranks #1 (46.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HTGC	Hercules Capital, Inc. This page	76,382	$1,204,544
2	TRIN	Trinity Capital Inc.	42,645	$762,919
3	CSWC	Capital Southwest Corp	26,569	$631,545

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,204,544	76,382	—	Principal	Sole	2026-07-24
No filing history on record for this holder in this stock.