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Pinnacle Wealth Planning Services’s Core Laboratories CLB Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$56.1K Buy
3,340
+44
+1% +$787 0.01% 1136
2025
Q4 		$52.8K Buy
+3,296
New +$49.1K 0.01% 1160

Other funds holding CLB

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's CLB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Core Laboratories (CLB) stake by 1.3% in Q1 2026, buying an estimated $787 and bringing the position to 3,340 shares worth $56.1K. The position accounts for 0.01% of the portfolio, ranked #1136.

Pinnacle Wealth Planning Services first reported a position in CLB in Q4 2025 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold CLB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,340 shares of Core Laboratories worth $56.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 44 Core Laboratories shares in Q1 2026, an estimated $787.
  • Core Laboratories made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1136 holding.
  • Pinnacle Wealth Planning Services first reported a position in Core Laboratories in Q4 2025 and has held it in 2 quarters since.
  • 190 funds tracked by Wall St. Rank held Core Laboratories as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.