Balboa Wealth Partners

CIK
0001929008
City
NEWPORT BEACH
State / Country
CA

Holdings in GUT

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $630,611 104,579
2025-09-30 $660,919 108,883
2025-06-30 $652,181 112,445
2025-03-31 $678,201 127,004
2024-12-31 $640,600 127,356
2024-09-30 $669,208 128,694
2024-06-30 $725,254 125,694
2024-03-31 $662,056 122,390
2023-12-31 $537,461 101,740
2023-09-30 $490,044 94,865
2023-06-30 $568,239 85,990
2023-03-31 $606,912 87,090
2022-12-31 $584,038 79,790
2022-09-30 $632,428 94,040