CWP
CLMB icon

Curated Wealth Partners’s Climb Global Solutions CLMB Stock Holding History

Curated Wealth Partners’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 		$10.6K Buy
+10,000
New +$214K ﹤0.01% 826

Other funds holding CLMB

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Curated Wealth Partners's CLMB Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Climb Global Solutions (CLMB) in Q2 2026: 10,000 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #826 among its holdings.

7 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Curated Wealth Partners held 10,000 shares of Climb Global Solutions worth $10.6K as of Q2 2026.
  • Climb Global Solutions was a new Curated Wealth Partners position in Q2 2026.
  • Climb Global Solutions made up ﹤0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #826 holding.
  • 7 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.