Creative Planning
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Creative Planning’s Climb Global Solutions CLMB Stock Holding History

Creative Planning’s Portfolio CLMB Stock Details CLMB Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$282K Buy
2025
Q2 		$222K Buy
2025
Q1 		$221K Buy
2024
Q4 		$231K Buy
2017
Q1 		– Sell
2016
Q4 		$5K Buy
2014
Q2 		– Sell
2014
Q1 		$2K Hold
2013
Q4 		$1K Hold
2013
Q3 		$1K Buy