Twin Peaks Wealth Advisors’s Core Laboratories CLB Stock Holding History

Twin Peaks Wealth Advisors’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 Q1	$4.45K	Buy	+265	New	+$4.74K	﹤0.01%	1434

Other funds holding CLB

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAMG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Twin Peaks Wealth Advisors's CLB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Core Laboratories (CLB) in Q1 2026: 265 shares worth $4.45K. The stake represents ﹤0.01% of the portfolio and ranks #1434 among its holdings.

190 funds tracked by Wall St. Rank hold CLB as of Q1 2026.

Twin Peaks Wealth Advisors held 265 shares of Core Laboratories worth $4.45K as of Q1 2026.
Core Laboratories was a new Twin Peaks Wealth Advisors position in Q1 2026.
Core Laboratories made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1434 holding.
190 funds tracked by Wall St. Rank held Core Laboratories as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.