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Peterson Wealth Services → CLMB
Peterson Wealth Services CLMB Position History
Climb Global Solutions, Inc. • Wholesale Trade
Quarters held
4
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $11K |
| Q1 2026 | $71K |
| Q2 2026 | $965K |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 42.7K | — | — |
| Q2 2026 | $965K | 41.6K | — | — |
| Q1 2026 | $71K | 3.6K | — | — |
| Q4 2025 | $11K | 106 | — | — |