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Global Retirement Partners’s Climb Global Solutions CLMB Stock Holding History

Global Retirement 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 		$32.5K Buy
+1,400
New +$30K ﹤0.01% 2784
2025
Q4 		$36K Buy
+1,400
New +$40.6K ﹤0.01% 2553

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DLP
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Vanguard Capital Management
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WA
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TCM
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Thrivent Financial for Lutherans
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Global Retirement Partners opened a new position in Climb Global Solutions (CLMB) in Q2 2026: 1,400 shares worth $32.5K. The stake represents ﹤0.01% of the portfolio and ranks #2784 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CLMB as recently as Q4 2025.

Global Retirement Partners first reported a position in CLMB in Q4 2025 and has held it in 2 quarters since. The position peaked at $36K in Q4 2025. 132 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Global Retirement Partners held 1,400 shares of Climb Global Solutions worth $32.5K as of Q2 2026.
  • Climb Global Solutions was a new Global Retirement Partners position in Q2 2026.
  • Climb Global Solutions made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2784 holding.
  • Global Retirement Partners first reported a position in Climb Global Solutions in Q4 2025 and has held it in 2 quarters since.
  • Global Retirement Partners's Climb Global Solutions position peaked at $36K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

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