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Godsey & Gibb Inc’s Cornerstone Strategic Value Fund CLM Stock Holding History

Godsey & Gibb Inc’s Portfolio CLM Stock Details CLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.56K Hold
1,000
– – ﹤0.01% 290
2026
Q1 		$7.28K Hold
1,000
– – ﹤0.01% 297
2025
Q4 		$8.36K Hold
1,000
– – ﹤0.01% 306
2025
Q3 		$8.28K Hold
1,000
– – ﹤0.01% 284
2025
Q2 		$8.12K Sell
1,000
-16
-2% -$118 ﹤0.01% 269
2025
Q1 		$7.43K Hold
1,016
– – ﹤0.01% 301
2024
Q4 		$8.59K Hold
1,016
– – ﹤0.01% 280
2024
Q3 		$7.68K Hold
1,016
– – ﹤0.01% 340
2024
Q2 		$7.7K Sell
1,016
-887
-47% -$6.56K ﹤0.01% 319
2024
Q1 		$14.1K Hold
1,903
– – ﹤0.01% 251
2023
Q4 		$13.5K Sell
1,903
-391
-17% -$2.79K ﹤0.01% 247
2023
Q3 		$18.2K Buy
2,294
+1,278
+126% +$10.5K ﹤0.01% 212
2023
Q2 		$8.38K Hold
1,016
– – ﹤0.01% 279
2023
Q1 		$7.79K Buy
+1,016
New +$7.89K ﹤0.01% 256

Other funds holding CLM

WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Godsey & Gibb Inc's CLM Position: Q2 2026 in Review

Godsey & Gibb Inc held its Cornerstone Strategic Value Fund (CLM) position steady in Q2 2026 at 1,000 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Godsey & Gibb Inc first reported a position in CLM in Q1 2023 and has held it in 14 quarters since. The position peaked at $18.2K in Q3 2023. 27 funds tracked by Wall St. Rank hold CLM as of Q2 2026.

  • Godsey & Gibb Inc held 1,000 shares of Cornerstone Strategic Value Fund worth $7.56K as of Q2 2026.
  • Godsey & Gibb Inc left its Cornerstone Strategic Value Fund share count unchanged in Q2 2026.
  • Cornerstone Strategic Value Fund made up ﹤0.01% of Godsey & Gibb Inc's portfolio in Q2 2026, its #290 holding.
  • Godsey & Gibb Inc first reported a position in Cornerstone Strategic Value Fund in Q1 2023 and has held it in 14 quarters since.
  • Godsey & Gibb Inc's Cornerstone Strategic Value Fund position peaked at $18.2K in Q3 2023.
  • 27 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.