Global Retirement Partners’s Core Laboratories CLB Stock Holding History

Global Retirement Partners’s Portfolio CLB Stock Details CLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.11K	Buy	+95	New	+$1.36K	﹤0.01%	4173
2025 Q4	$1.52K	Buy	+95	New	+$1.41K	﹤0.01%	3800
2024 Q1	–	Sell	-180	Closed	-$2.78K	–	3401
2023 Q4	$2.78K	Buy	180 +9	+5%	+$181	﹤0.01%	2548
2023 Q3	$3.82K	Hold	171	–	–	﹤0.01%	2283
2023 Q2	$3.98K	Hold	171	–	–	﹤0.01%	2295
2023 Q1	$3.8K	Buy	+171	New	+$4K	﹤0.01%	2264
2018 Q2	–	Sell	-33	Closed	-$4K	–	1526
2018 Q1	$4K	Hold	33	–	–	﹤0.01%	1188
2017 Q4	$4K	Hold	33	–	–	﹤0.01%	1149
2017 Q3	$3K	Buy	+33	New	+$3.2K	﹤0.01%	1081

Other funds holding CLB

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Global Retirement Partners's CLB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Core Laboratories (CLB) in Q2 2026: 95 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #4173 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CLB as recently as Q4 2025.

Global Retirement Partners first reported a position in CLB in Q3 2017 and has held it in 9 quarters since. The position peaked at $4K in Q1 2018. 186 funds tracked by Wall St. Rank hold CLB as of Q2 2026.

Global Retirement Partners held 95 shares of Core Laboratories worth $1.11K as of Q2 2026.
Core Laboratories was a new Global Retirement Partners position in Q2 2026.
Core Laboratories made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4173 holding.
Global Retirement Partners first reported a position in Core Laboratories in Q3 2017 and has held it in 9 quarters since.
Global Retirement Partners's Core Laboratories position peaked at $4K in Q1 2018.
186 funds tracked by Wall St. Rank held Core Laboratories as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.