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True Wealth Design’s Climb Global Solutions CLMB Stock Holding History

True Wealth Design’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
-4
Closed -$135 – 2619
2025
Q3 		$135 Hold
4
– – ﹤0.01% 2390
2025
Q2 		$107 Buy
+4
New +$106 ﹤0.01% 2223

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

True Wealth Design's CLMB Position: Q4 2025 in Review

True Wealth Design sold out of Climb Global Solutions (CLMB) in Q4 2025, closing a stake of 4 shares — an estimated $135 sold.

True Wealth Design first reported a position in CLMB in Q2 2025 and held it in 2 quarters. The position peaked at $135 in Q3 2025. 136 funds tracked by Wall St. Rank hold CLMB as of Q4 2025.

  • True Wealth Design reported no remaining Climb Global Solutions position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 4 Climb Global Solutions shares in Q4 2025, an estimated $135.
  • True Wealth Design first reported a position in Climb Global Solutions in Q2 2025 and held it in 2 quarters.
  • True Wealth Design's Climb Global Solutions position peaked at $135 in Q3 2025.
  • 136 funds tracked by Wall St. Rank held Climb Global Solutions as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.