Creative Planning’s Climb Bio CLYM Stock Holding History

Creative Planning’s Portfolio CLYM Stock Details CLYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$239K	Buy	+20,837	New	+$290K	﹤0.01%	3836

Other funds holding CLYM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nan Fung Trinity Central, Hong Kong, Hong Kong $1.04B AUM 32.17% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Creative Planning's CLYM Position: Q3 2026 in Review

Creative Planning opened a new position in Climb Bio (CLYM) in Q3 2026: 20,837 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #3836 among its holdings.

33 funds tracked by Wall St. Rank hold CLYM as of Q3 2026.

Creative Planning held 20,837 shares of Climb Bio worth $239K as of Q3 2026.
Climb Bio was a new Creative Planning position in Q3 2026.
Climb Bio made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3836 holding.
33 funds tracked by Wall St. Rank held Climb Bio as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.