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Creative Planning CLB Position History
Core Laboratories Inc. • Energy
Quarters held
8
Latest value
$2.7M
Q3 2026
Peak value
$2.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $842K |
| Q3 2025 | $5K |
| Q4 2025 | $1M |
| Q1 2026 | $1M |
| Q2 2026 | $9K |
| Q2 2026 | $1.2M |
| Q3 2026 | $13K |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 278.2K | — | — |
| Q3 2026 | $13K | 1.3K | — | — |
| Q2 2026 | $1.2M | 102.0K | — | — |
| Q2 2026 | $9K | 782 | — | — |
| Q1 2026 | $1M | 62.5K | — | — |
| Q4 2025 | $1M | 62.4K | — | — |
| Q3 2025 | $5K | 402 | — | — |
| Q3 2025 | $842K | 68.2K | — | — |
Other funds holding CLB
$220.2M
$214.2M
$214.1M
$212.7M
$200.6M
$178.7M