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Spire Wealth Management’s Climb Global Solutions CLMB Stock Holding History

Spire Wealth Management’s Portfolio CLMB Stock Details CLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-148
Closed -$4.99K – 2336
2025
Q3 		$4.99K Sell
148
-28
-16% -$831 ﹤0.01% 1956
2025
Q2 		$4.7K Sell
176
-12
-6% -$317 ﹤0.01% 1969
2025
Q1 		$5.21K Sell
188
-236
-56% -$7.29K ﹤0.01% 2046
2024
Q4 		$13.4K Hold
424
– – ﹤0.01% 1757
2024
Q3 		$10.6K Sell
424
-1,580
-79% -$31.6K ﹤0.01% 1613
2024
Q2 		$31.5K Buy
+2,004
New +$30.4K ﹤0.01% 1271
2024
Q1 		– Sell
-2,160
Closed -$28.5K – 2319
2023
Q4 		$28.5K Hold
2,160
– – ﹤0.01% 1408
2023
Q3 		$23.2K Buy
+2,160
New +$23.8K ﹤0.01% 1443

Other funds holding CLMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Spire Wealth Management's CLMB Position: Q4 2025 in Review

Spire Wealth Management sold out of Climb Global Solutions (CLMB) in Q4 2025, closing a stake of 148 shares — an estimated $4.99K sold.

Spire Wealth Management first reported a position in CLMB in Q3 2023 and held it in 8 quarters. The position peaked at $31.5K in Q2 2024. 136 funds tracked by Wall St. Rank hold CLMB as of Q4 2025.

  • Spire Wealth Management reported no remaining Climb Global Solutions position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 148 Climb Global Solutions shares in Q4 2025, an estimated $4.99K.
  • Spire Wealth Management first reported a position in Climb Global Solutions in Q3 2023 and held it in 8 quarters.
  • Spire Wealth Management's Climb Global Solutions position peaked at $31.5K in Q2 2024.
  • 136 funds tracked by Wall St. Rank held Climb Global Solutions as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.