SWM
CTEV

Spire Wealth Management’s Claritev Corp CTEV Stock Holding History

Spire Wealth Management’s Portfolio CTEV Stock Details CTEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.78K Hold
140
– – ﹤0.01% 1837
2026
Q1 		$2.29K Sell
140
-20
-13% -$448 ﹤0.01% 2021
2025
Q4 		$6.84K Buy
+160
New +$8.14K ﹤0.01% 1836

Other funds holding CTEV

CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

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

Spire Wealth Management held its Claritev Corp (CTEV) position steady in Q2 2026 at 140 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

Spire Wealth Management first reported a position in CTEV in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.84K in Q4 2025. 6 funds tracked by Wall St. Rank hold CTEV as of Q2 2026.

  • Spire Wealth Management held 140 shares of Claritev Corp worth $4.78K as of Q2 2026.
  • Spire Wealth Management left its Claritev Corp share count unchanged in Q2 2026.
  • Claritev Corp made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1837 holding.
  • Spire Wealth Management first reported a position in Claritev Corp in Q4 2025 and has held it in 3 quarters since.
  • Spire Wealth Management's Claritev Corp position peaked at $6.84K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Claritev Corp as of Q2 2026.

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