Zacks Trust shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Zacks Trust (GROZ) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Zacks Trust
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Quarterly reported holdings in Zacks Trust by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $353k | 12k | 29.34 |
| 2025-06-30 | $351k | 13k | 26.49 |
| 2025-03-31 | $305k | 14k | 22.30 |
| 2024-12-31 | $223k | 9.0k | 24.79 |