4A
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4Wealth Advisors’s Climb Global Solutions CLMB Stock Holding History

4Wealth Advisors’s Portfolio CLMB Stock Details CLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-23,616
Closed -$748K – 130
2024
Q4 		$748K Buy
+23,616
New +$702K 0.75% 35

Other funds holding CLMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
GVIC
Global Value Investment Corporation Milwaukee, Wisconsin $61.5M AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

4Wealth Advisors's CLMB Position: Q1 2025 in Review

4Wealth Advisors sold out of Climb Global Solutions (CLMB) in Q1 2025, closing a stake of 23,616 shares — an estimated $748K sold.

4Wealth Advisors first reported a position in CLMB in Q4 2024 and held it in 1 quarter. The position peaked at $748K in Q4 2024. 129 funds tracked by Wall St. Rank hold CLMB as of Q1 2025.

  • 4Wealth Advisors reported no remaining Climb Global Solutions position as of Q1 2025 after selling out during the quarter.
  • 4Wealth Advisors sold 23,616 Climb Global Solutions shares in Q1 2025, an estimated $748K.
  • 4Wealth Advisors first reported a position in Climb Global Solutions in Q4 2024 and held it in 1 quarter.
  • 4Wealth Advisors's Climb Global Solutions position peaked at $748K in Q4 2024.
  • 129 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2025.

Based on 4Wealth Advisors's 13F filing for Q1 2025, filed 5 May 2025.