GeoWealth Management’s Climb Global Solutions CLMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-49
Closed -$6.21K 1199
2024
Q4
$6.21K Buy
+49
New +$6.21K ﹤0.01% 1534