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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,784
Closed -$226K – 4117
2025
Q4 		$226K Buy
8,784
+424
+5% +$12.3K ﹤0.01% 3462
2025
Q3 		$282K Buy
8,360
+64
+0.8% +$1.9K ﹤0.01% 3199
2025
Q2 		$222K Buy
8,296
+300
+4% +$7.92K ﹤0.01% 3147
2025
Q1 		$221K Buy
7,996
+720
+10% +$22.2K ﹤0.01% 2983
2024
Q4 		$231K Buy
+7,276
New +$216K ﹤0.01% 2871
2017
Q1 		– Sell
-980
Closed -$5K – 4670
2016
Q4 		$5K Buy
+980
New +$4.32K ﹤0.01% 3938
2014
Q2 		– Sell
-400
Closed -$2K – 3792
2014
Q1 		$2K Hold
400
– – ﹤0.01% 3346
2013
Q4 		$1K Hold
400
– – ﹤0.01% 3198
2013
Q3 		$1K Buy
+400
New +$1.23K ﹤0.01% 3079

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

Creative Planning's CLMB Position: Q1 2026 in Review

Creative Planning sold out of Climb Global Solutions (CLMB) in Q1 2026, closing a stake of 8,784 shares — an estimated $226K sold.

Creative Planning first reported a position in CLMB in Q3 2013 and held it in 9 quarters. The position peaked at $282K in Q3 2025. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • Creative Planning reported no remaining Climb Global Solutions position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 8,784 Climb Global Solutions shares in Q1 2026, an estimated $226K.
  • Creative Planning first reported a position in Climb Global Solutions in Q3 2013 and held it in 9 quarters.
  • Creative Planning's Climb Global Solutions position peaked at $282K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.