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Balboa Wealth Partners’s Lightbridge LTBR Stock Holding History

Balboa Wealth Partners’s Portfolio LTBR Stock Details LTBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,403
Closed -$242K – 446
2025
Q3 		$242K Sell
11,403
-500
-4% -$7.52K 0.04% 320
2025
Q2 		$159K Buy
+11,903
New +$131K 0.03% 326

Other funds holding LTBR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Balboa Wealth Partners's LTBR Position: Q4 2025 in Review

Balboa Wealth Partners sold out of Lightbridge (LTBR) in Q4 2025, closing a stake of 11,403 shares — an estimated $242K sold.

Balboa Wealth Partners first reported a position in LTBR in Q2 2025 and held it in 2 quarters. The position peaked at $242K in Q3 2025. 118 funds tracked by Wall St. Rank hold LTBR as of Q4 2025.

  • Balboa Wealth Partners reported no remaining Lightbridge position as of Q4 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 11,403 Lightbridge shares in Q4 2025, an estimated $242K.
  • Balboa Wealth Partners first reported a position in Lightbridge in Q2 2025 and held it in 2 quarters.
  • Balboa Wealth Partners's Lightbridge position peaked at $242K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held Lightbridge as of Q4 2025.

Based on Balboa Wealth Partners's 13F filing for Q4 2025, filed 16 Jan 2026.