Balboa Wealth Partners CAPITAL GROUP CORE BALANCED Transaction History

Balboa Wealth Partners

  • $572 Million
  • Q4 2025
Number of Shares
16,122
Previous 15,065 7.02%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
N/A
1,057 Added 7.02%
16,122 $0
Q3 2025

Nov 06, 2025
BUY
N/A
342 Added 2.32%
15,065 $0
Q2 2025

Jul 29, 2025
BUY
N/A
14,723 New
14,723 $0
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