PWMG
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Private Wealth Management Group’s Core Laboratories CLB Stock Holding History

Private Wealth Management Group’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 		$1.78K Hold
106
– – ﹤0.01% 1116
2025
Q4 		$1.7K Hold
106
– – ﹤0.01% 1136
2025
Q3 		$1.31K Hold
106
– – ﹤0.01% 1216
2025
Q2 		$1.22K Buy
106
+30
+39% +$356 ﹤0.01% 1212
2025
Q1 		$1.14K Hold
76
– – ﹤0.01% 1226
2024
Q4 		$1.32K Hold
76
– – ﹤0.01% 1223
2024
Q3 		$1.41K Hold
76
– – ﹤0.01% 1191
2024
Q2 		$1.54K Hold
76
– – ﹤0.01% 1147
2024
Q1 		$1.3K Buy
+76
New +$1.2K ﹤0.01% 1157

Other funds holding CLB

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $3.25B 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