Balboa Wealth Partners’s Targa Resources TRGP Stock Holding History

Balboa Wealth Partners’s Portfolio TRGP Stock Details TRGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,532	Closed	-$273K	–	368
2024 Q4	$273K	Buy	+1,532	New	+$275K	0.06%	225

Other funds holding TRGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balboa Wealth Partners's TRGP Position: Q1 2025 in Review

Balboa Wealth Partners sold out of Targa Resources (TRGP) in Q1 2025, closing a stake of 1,532 shares — an estimated $273K sold.

Balboa Wealth Partners first reported a position in TRGP in Q4 2024 and held it in 1 quarter. The position peaked at $273K in Q4 2024. 976 funds tracked by Wall St. Rank hold TRGP as of Q1 2025.

Balboa Wealth Partners reported no remaining Targa Resources position as of Q1 2025 after selling out during the quarter.
Balboa Wealth Partners sold 1,532 Targa Resources shares in Q1 2025, an estimated $273K.
Balboa Wealth Partners first reported a position in Targa Resources in Q4 2024 and held it in 1 quarter.
Balboa Wealth Partners's Targa Resources position peaked at $273K in Q4 2024.
976 funds tracked by Wall St. Rank held Targa Resources as of Q1 2025.

Based on Balboa Wealth Partners's 13F filing for Q1 2025, filed 23 Apr 2025.