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Beacon Capital Management LLC (Tennessee)’s Calix CALX Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio CALX Stock Details CALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-51
Closed -$2.71K – 259
2025
Q2 		$2.71K Hold
51
– – ﹤0.01% 851
2025
Q1 		$1.81K Hold
51
– – ﹤0.01% 961
2024
Q4 		$1.78K Hold
51
– – ﹤0.01% 913
2024
Q3 		$1.98K Buy
+51
New +$1.87K ﹤0.01% 1003

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CAM
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AllianceBernstein
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Geode Capital Management
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Arrowstreet Capital
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T. Rowe Price Associates
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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s CALX Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Calix (CALX) in Q3 2025, closing a stake of 51 shares — an estimated $2.71K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in CALX in Q3 2024 and held it in 4 quarters. The position peaked at $2.71K in Q2 2025. 313 funds tracked by Wall St. Rank hold CALX as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Calix position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 51 Calix shares in Q3 2025, an estimated $2.71K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Calix in Q3 2024 and held it in 4 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Calix position peaked at $2.71K in Q2 2025.
  • 313 funds tracked by Wall St. Rank held Calix as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.