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Bogart Wealth LLC’s Core Laboratories CLB Stock Holding History

Bogart Wealth LLC’s Portfolio CLB Stock Details CLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.79K Buy
+154
New +$2.2K ﹤0.01% 1492

Other funds holding CLB

AI
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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bogart Wealth LLC's CLB Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Core Laboratories (CLB) in Q2 2026: 154 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #1492 among its holdings.

186 funds tracked by Wall St. Rank hold CLB as of Q2 2026.

  • Bogart Wealth LLC held 154 shares of Core Laboratories worth $1.79K as of Q2 2026.
  • Core Laboratories was a new Bogart Wealth LLC position in Q2 2026.
  • Core Laboratories made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1492 holding.
  • 186 funds tracked by Wall St. Rank held Core Laboratories as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.