Peterson Wealth Services
CLMB icon

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
Q3 		$1.37M Buy
42,723
+1,150
+3% +$31.7K 0.29% 61
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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Albert D. Mason Inc
Albert D. Mason Inc Boston, Massachusetts $166M AUM 28.65% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return

Peterson Wealth Services's CLMB Position: Q3 2026 in Review

Peterson Wealth Services increased its Climb Global Solutions (CLMB) stake by 2.8% in Q3 2026, buying an estimated $31.7K and bringing the position to 42,723 shares worth $1.37M. The position accounts for 0.29% of the portfolio, ranked #61.

Peterson Wealth Services first reported a position in CLMB in Q4 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold CLMB as of Q3 2026.

  • Peterson Wealth Services held 42,723 shares of Climb Global Solutions worth $1.37M as of Q3 2026.
  • Peterson Wealth Services bought 1,150 Climb Global Solutions shares in Q3 2026, an estimated $31.7K.
  • Climb Global Solutions made up 0.29% of Peterson Wealth Services's portfolio in Q3 2026, its #61 holding.
  • Peterson Wealth Services first reported a position in Climb Global Solutions in Q4 2025 and has held it in 4 quarters since.
  • 38 funds tracked by Wall St. Rank held Climb Global Solutions as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.