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Spire Wealth Management’s Core Laboratories CLB Stock Holding History

Spire Wealth Management’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 		$14.6K Buy
+1,251
New +$17.9K ﹤0.01% 1538
2025
Q2 		– Sell
-53
Closed -$794 – 2408
2025
Q1 		$794 Hold
53
– – ﹤0.01% 2415
2024
Q4 		$917 Buy
+53
New +$1.02K ﹤0.01% 2384
2023
Q2 		– Sell
-109,752
Closed -$2.42M – 2411
2023
Q1 		$2.42M Buy
109,752
+109,611
+77,738% +$2.56M 0.09% 209
2022
Q4 		$3K Buy
141
+1
+0.7% +$19 ﹤0.01% 1950
2022
Q3 		$2K Hold
140
– – ﹤0.01% 1930
2022
Q2 		$3K Sell
140
-281
-67% -$7.46K ﹤0.01% 2249
2022
Q1 		$13K Sell
421
-189
-31% -$5.3K ﹤0.01% 1938
2021
Q4 		$14K Hold
610
– – ﹤0.01% 2241
2021
Q3 		$17K Hold
610
– – ﹤0.01% 1919
2021
Q2 		$24K Sell
610
-21
-3% -$753 ﹤0.01% 1797
2021
Q1 		$18K Buy
+631
New +$21.6K ﹤0.01% 2184

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
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
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return