Cedar Mountain Advisors
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Cedar Mountain Advisors’s Core Laboratories CLB Stock Holding History

Cedar Mountain Advisors’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
Q3 		– Sell
-62
Closed -$722 – 1179
2026
Q2 		$722 Sell
62
-68
-52% -$971 ﹤0.01% 992
2026
Q1 		$2.18K Hold
130
– – ﹤0.01% 811
2025
Q4 		$2.08K Buy
130
+3
+2% +$45 ﹤0.01% 395
2025
Q3 		$1.57K Buy
+127
New +$1.49K ﹤0.01% 453

Other funds holding CLB

CWA Asset Management Group
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Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Harpswell Capital Advisors
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Cedar Mountain Advisors's CLB Position: Q3 2026 in Review

Cedar Mountain Advisors sold out of Core Laboratories (CLB) in Q3 2026, closing a stake of 62 shares — an estimated $722 sold.

Cedar Mountain Advisors first reported a position in CLB in Q3 2025 and held it in 4 quarters. The position peaked at $2.18K in Q1 2026. 11 funds tracked by Wall St. Rank hold CLB as of Q3 2026.

  • Cedar Mountain Advisors reported no remaining Core Laboratories position as of Q3 2026 after selling out during the quarter.
  • Cedar Mountain Advisors sold 62 Core Laboratories shares in Q3 2026, an estimated $722.
  • Cedar Mountain Advisors first reported a position in Core Laboratories in Q3 2025 and held it in 4 quarters.
  • Cedar Mountain Advisors's Core Laboratories position peaked at $2.18K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Core Laboratories as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.