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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Spire Wealth Management's CLB Position: Q2 2026 in Review

Spire Wealth Management opened a new position in Core Laboratories (CLB) in Q2 2026: 1,251 shares worth $14.6K. The stake represents ﹤0.01% of the portfolio and ranks #1538 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in CLB as recently as Q1 2025.

Spire Wealth Management first reported a position in CLB in Q1 2021 and has held it in 12 quarters since. The position peaked at $2.42M in Q1 2023. 187 funds tracked by Wall St. Rank hold CLB as of Q2 2026.

Spire Wealth Management held 1,251 shares of Core Laboratories worth $14.6K as of Q2 2026.
Core Laboratories was a new Spire Wealth Management position in Q2 2026.
Core Laboratories made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1538 holding.
Spire Wealth Management first reported a position in Core Laboratories in Q1 2021 and has held it in 12 quarters since.
Spire Wealth Management's Core Laboratories position peaked at $2.42M in Q1 2023.
187 funds tracked by Wall St. Rank held Core Laboratories as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.