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 Q2	$280K	Buy	+12,044	New	+$258K	﹤0.01%	3628
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's CLMB Position: Q2 2026 in Review

Creative Planning opened a new position in Climb Global Solutions (CLMB) in Q2 2026: 12,044 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #3628 among its holdings. This is a return to the name: Creative Planning previously reported a position in CLMB as recently as Q4 2025.

Creative Planning first reported a position in CLMB in Q3 2013 and has held it in 10 quarters since. The position peaked at $282K in Q3 2025. 133 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

Creative Planning held 12,044 shares of Climb Global Solutions worth $280K as of Q2 2026.
Climb Global Solutions was a new Creative Planning position in Q2 2026.
Climb Global Solutions made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3628 holding.
Creative Planning first reported a position in Climb Global Solutions in Q3 2013 and has held it in 10 quarters since.
Creative Planning's Climb Global Solutions position peaked at $282K in Q3 2025.
133 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.