C
CLMB icon

Covestor’s Climb Global Solutions CLMB Stock Holding History

Covestor’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
2026
Q1 		$6K Sell
333
-15
-4% -$389 ﹤0.01% 1714
2025
Q4 		$9K Sell
348
-24
-6% -$697 ﹤0.01% 1614
2025
Q3 		$13K Buy
372
+324
+675% +$9.61K 0.01% 1455
2025
Q2 		$1K Buy
48
+4
+9% +$106 ﹤0.01% 1953
2025
Q1 		$1K Buy
44
+16
+57% +$494 ﹤0.01% 1942
2024
Q4 		$1K Buy
28
+8
+40% +$238 ﹤0.01% 2004
2024
Q3 		$1K Hold
20
– – ﹤0.01% 1921
2024
Q2 		$0 Sell
20
-4
-17% -$61 ﹤0.01% 2284
2024
Q1 		$0 Sell
24
-12
-33% -$181 ﹤0.01% 2285
2023
Q4 		$1K Sell
36
-8
-18% -$96 ﹤0.01% 1940
2023
Q3 		$0 Buy
+44
New +$485 ﹤0.01% 2164

Other funds holding CLMB

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Covestor's CLMB Position: Q1 2026 in Review

Covestor reduced its Climb Global Solutions (CLMB) stake by 4.3% in Q1 2026, selling an estimated $389 and leaving 333 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

Covestor first reported a position in CLMB in Q3 2023 and has held it in 11 quarters since. The position peaked at $13K in Q3 2025. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • Covestor held 333 shares of Climb Global Solutions worth $6K as of Q1 2026.
  • Covestor sold 15 Climb Global Solutions shares in Q1 2026, an estimated $389.
  • Climb Global Solutions made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #1714 holding.
  • Covestor first reported a position in Climb Global Solutions in Q3 2023 and has held it in 11 quarters since.
  • Covestor's Climb Global Solutions position peaked at $13K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.