Creative Planning’s Core Laboratories CLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.05M | Buy |
62,471
+32
| +0.1% | +$573 | ﹤0.01% | 2418 |
|
|
2025
Q4 | $1M | Sell |
62,439
-6,125
| -9% | -$91.2K | ﹤0.01% | 2281 |
|
|
2025
Q3 | $847K | Buy |
68,564
+12,050
| +21% | +$141K | ﹤0.01% | 2273 |
|
|
2025
Q2 | $651K | Buy |
56,514
+24,994
| +79% | +$296K | ﹤0.01% | 2231 |
|
|
2025
Q1 | $472K | Sell |
31,520
-24,815
| -44% | -$415K | ﹤0.01% | 2337 |
|
|
2024
Q4 | $975K | Buy |
56,335
+2,530
| +5% | +$48.8K | ﹤0.01% | 1657 |
|
|
2024
Q3 | $997K | Sell |
53,805
-1,086
| -2% | -$21.8K | ﹤0.01% | 1511 |
|
|
2024
Q2 | $1.11M | Buy |
54,891
+15,196
| +38% | +$269K | ﹤0.01% | 1336 |
|
|
2024
Q1 | $678K | Buy |
39,695
+25,703
| +184% | +$404K | ﹤0.01% | 1633 |
|
|
2023
Q4 | $247K | Buy |
13,992
+5,025
| +56% | +$101K | ﹤0.01% | 2246 |
|
|
2023
Q3 | $215K | Sell |
8,967
-582
| -6% | -$14.3K | ﹤0.01% | 2186 |
|
|
2023
Q2 | $222K | Buy |
+9,549
| New | +$216K | ﹤0.01% | 2137 |
|
|
2018
Q3 | – | Sell |
-1,792
| Closed | -$226K | – | 2087 |
|
|
2018
Q2 | $226K | Buy |
+1,792
| New | +$218K | ﹤0.01% | 1561 |
|
|
2017
Q3 | – | Sell |
-1,554
| Closed | -$157K | – | 2205 |
|
|
2017
Q2 | $157K | Sell |
1,554
-176
| -10% | -$19K | ﹤0.01% | 1663 |
|
|
2017
Q1 | $200K | Buy |
1,730
+33
| +2% | +$3.83K | ﹤0.01% | 1497 |
|
|
2016
Q4 | $204K | Sell |
1,697
-117
| -6% | -$13K | ﹤0.01% | 1402 |
|
|
2016
Q3 | $204K | Hold |
1,814
| – | – | ﹤0.01% | 1389 |
|
|
2016
Q2 | $225K | Buy |
1,814
+300
| +20% | +$36.2K | ﹤0.01% | 1196 |
|
|
2016
Q1 | $170K | Sell |
1,514
-1,083
| -42% | -$113K | ﹤0.01% | 1293 |
|
|
2015
Q4 | $282K | Buy |
2,597
+1,200
| +86% | +$137K | ﹤0.01% | 1025 |
|
|
2015
Q3 | $139K | Buy |
+1,397
| New | +$152K | ﹤0.01% | 1391 |
|
|
2015
Q2 | – | Sell |
-1,525
| Closed | -$159K | – | 1428 |
|
|
2015
Q1 | $159K | Sell |
1,525
-169
| -10% | -$18K | ﹤0.01% | 1311 |
|
|
2014
Q4 | $204K | Buy |
1,694
+346
| +26% | +$45.5K | ﹤0.01% | 1126 |
|
|
2014
Q3 | $197K | Sell |
1,348
-3,496
| -72% | -$540K | ﹤0.01% | 1059 |
|
|
2014
Q2 | $809K | Buy |
4,844
+240
| +5% | +$42.7K | 0.01% | 458 |
|
|
2014
Q1 | $914K | Buy |
4,604
+440
| +11% | +$83.1K | 0.01% | 396 |
|
|
2013
Q4 | $795K | Buy |
4,164
+41
| +1% | +$7.63K | 0.01% | 366 |
|
|
2013
Q3 | $698K | Buy |
4,123
+425
| +11% | +$66K | 0.01% | 350 |
|
|
2013
Q2 | $561K | Buy |
+3,698
| New | +$524K | 0.01% | 380 |
|
Other funds holding CLB
AI
DGI
CAMG
VCM
VPM
Creative Planning's CLB Position: Q1 2026 in Review
Creative Planning increased its Core Laboratories (CLB) stake by 0.05% in Q1 2026, buying an estimated $573 and bringing the position to 62,471 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2418.
Creative Planning first reported a position in CLB in Q2 2013 and has held it in 29 quarters since. The position peaked at $1.11M in Q2 2024. 190 funds tracked by Wall St. Rank hold CLB as of Q1 2026.
- Creative Planning held 62,471 shares of Core Laboratories worth $1.05M as of Q1 2026.
- Creative Planning bought 32 Core Laboratories shares in Q1 2026, an estimated $573.
- Core Laboratories made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2418 holding.
- Creative Planning first reported a position in Core Laboratories in Q2 2013 and has held it in 29 quarters since.
- Creative Planning's Core Laboratories position peaked at $1.11M in Q2 2024.
- 190 funds tracked by Wall St. Rank held Core Laboratories as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.