S
CLB icon

Sachetta’s Core Laboratories CLB Stock Holding History

Sachetta’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
Q2 		$373 Hold
32
– – ﹤0.01% 954
2026
Q1 		$538 Hold
32
– – ﹤0.01% 1026
2025
Q4 		$513 Hold
32
– – ﹤0.01% 983
2025
Q3 		$396 Hold
32
– – ﹤0.01% 1033
2025
Q2 		$369 Hold
32
– – ﹤0.01% 1056
2025
Q1 		$480 Hold
32
– – ﹤0.01% 1046
2024
Q4 		$554 Hold
32
– – ﹤0.01% 1084
2024
Q3 		$593 Hold
32
– – ﹤0.01% 1122
2024
Q2 		$784 Hold
32
– – ﹤0.01% 1100
2024
Q1 		$566 Hold
32
– – ﹤0.01% 1050
2023
Q4 		$566 Buy
+32
New +$645 ﹤0.01% 1050

Other funds holding CLB

CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return