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Peterson Wealth Services’s Climb Global Solutions CLMB Stock Holding History

Peterson Wealth Services’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 		$965K Buy
41,573
+38,004
+1,065% +$815K 0.21% 81
2026
Q1 		$70.7K Buy
3,569
+3,145
+742% +$81.5K 0.02% 156
2025
Q4 		$10.9K Buy
+424
New +$12.3K ﹤0.01% 182

Other funds holding CLMB

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
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

Peterson Wealth Services's CLMB Position: Q2 2026 in Review

Peterson Wealth Services increased its Climb Global Solutions (CLMB) stake by 1,065% in Q2 2026, buying an estimated $815K and bringing the position to 41,573 shares worth $965K. The position accounts for 0.21% of the portfolio, ranked #81.

Peterson Wealth Services first reported a position in CLMB in Q4 2025 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Peterson Wealth Services held 41,573 shares of Climb Global Solutions worth $965K as of Q2 2026.
  • Peterson Wealth Services bought 38,004 Climb Global Solutions shares in Q2 2026, an estimated $815K.
  • Climb Global Solutions made up 0.21% of Peterson Wealth Services's portfolio in Q2 2026, its #81 holding.
  • Peterson Wealth Services first reported a position in Climb Global Solutions in Q4 2025 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.