Covestor
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
Q3 		$11K Buy
357
+313
+711% +$8.64K 0.01% 1375
2026
Q2 		$1K Sell
44
-289
-87% -$6.2K ﹤0.01% 2088
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% +$9.6K 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
AltraVue Capital
AltraVue Capital Bellevue, Washington $1.16B AUM 21.47% 1-Year Est. Return
De Lisle Partners
De Lisle Partners Poole, United Kingdom $821M AUM 29.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Tieton Capital Management
Tieton Capital Management Yakima, Washington $336M AUM 34.85% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Covestor's CLMB Position: Q3 2026 in Review

Covestor increased its Climb Global Solutions (CLMB) stake by 711% in Q3 2026, buying an estimated $8.64K and bringing the position to 357 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #1375.

Covestor first reported a position in CLMB in Q3 2023 and has held it in 13 quarters since. The position peaked at $13K in Q3 2025. 100 funds tracked by Wall St. Rank hold CLMB as of Q3 2026.

  • Covestor held 357 shares of Climb Global Solutions worth $11K as of Q3 2026.
  • Covestor bought 313 Climb Global Solutions shares in Q3 2026, an estimated $8.64K.
  • Climb Global Solutions made up 0.01% of Covestor's portfolio in Q3 2026, its #1375 holding.
  • Covestor first reported a position in Climb Global Solutions in Q3 2023 and has held it in 13 quarters since.
  • Covestor's Climb Global Solutions position peaked at $13K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held Climb Global Solutions as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.