BWP
LAC

Balboa Wealth Partners’s Lithium Americas LAC Stock Holding History

Balboa Wealth Partners’s Portfolio LAC Stock Details LAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$246K Sell
62,183
-240
-0.4% -$1.18K 0.04% 352
2025
Q4 		$272K Buy
62,423
+14,405
+30% +$83.2K 0.05% 311
2025
Q3 		$274K Sell
48,018
-2,055
-4% -$6.49K 0.05% 292
2025
Q2 		$134K Sell
50,073
-3,945
-7% -$10.9K 0.03% 329
2025
Q1 		$146K Buy
54,018
+2,900
+6% +$8.74K 0.04% 274
2024
Q4 		$152K Buy
51,118
+7,000
+16% +$24.3K 0.03% 283
2024
Q3 		$119K Sell
44,118
-2,400
-5% -$6.1K 0.03% 274
2024
Q2 		$125K Buy
46,518
+291
+0.6% +$1.29K 0.03% 259
2024
Q1 		$311K Sell
46,227
-205
-0.4% -$1.06K 0.09% 160
2023
Q4 		$297K Buy
+46,432
New +$346K 0.1% 159

Other funds holding LAC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GMH
General Motors Holdings Detroit, Michigan $90.5M AUM 41.49% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return