Creative Planning’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.54M | Buy |
31,351
+742
| +2% | +$38.9K | ﹤0.01% | 2119 |
|
|
2025
Q4 | $1.62M | Sell |
30,609
-8,368
| -21% | -$487K | ﹤0.01% | 1889 |
|
|
2025
Q3 | $2.39M | Buy |
38,977
+10,513
| +37% | +$605K | ﹤0.01% | 1401 |
|
|
2025
Q2 | $1.51M | Buy |
28,464
+9,823
| +53% | +$420K | ﹤0.01% | 1538 |
|
|
2025
Q1 | $661K | Buy |
18,641
+7,464
| +67% | +$277K | ﹤0.01% | 2052 |
|
|
2024
Q4 | $390K | Sell |
11,177
-2,477
| -18% | -$87.2K | ﹤0.01% | 2458 |
|
|
2024
Q3 | $530K | Sell |
13,654
-828
| -6% | -$30.4K | ﹤0.01% | 2055 |
|
|
2024
Q2 | $513K | Buy |
+14,482
| New | +$466K | ﹤0.01% | 1919 |
|
|
2024
Q1 | – | Sell |
-5,558
| Closed | -$243K | – | 2936 |
|
|
2023
Q4 | $243K | Buy |
5,558
+553
| +11% | +$22.1K | ﹤0.01% | 2259 |
|
|
2023
Q3 | $229K | Buy |
5,005
+355
| +8% | +$16.1K | ﹤0.01% | 2137 |
|
|
2023
Q2 | $232K | Buy |
4,650
+445
| +11% | +$21.5K | ﹤0.01% | 2103 |
|
|
2023
Q1 | $225K | Sell |
4,205
-1,076
| -20% | -$58.7K | ﹤0.01% | 2035 |
|
|
2022
Q4 | $361K | Buy |
5,281
+1,349
| +34% | +$90.7K | ﹤0.01% | 1603 |
|
|
2022
Q3 | $240K | Buy |
+3,932
| New | +$210K | ﹤0.01% | 1781 |
|
|
2022
Q1 | – | Sell |
-3,580
| Closed | -$286K | – | 2359 |
|
|
2021
Q4 | $286K | Buy |
+3,580
| New | +$234K | ﹤0.01% | 1655 |
|
|
2021
Q2 | – | Sell |
-40,140
| Closed | -$1.39M | – | 2149 |
|
|
2021
Q1 | $1.39M | Buy |
+40,140
| New | +$1.49M | ﹤0.01% | 876 |
|
|
2017
Q3 | – | Sell |
-830
| Closed | -$6K | – | 2150 |
|
|
2017
Q2 | $6K | Hold |
830
| – | – | ﹤0.01% | 3887 |
|
|
2017
Q1 | $6K | Buy |
+830
| New | +$5.88K | ﹤0.01% | 3851 |
|
|
2016
Q3 | – | Sell |
-5,130
| Closed | -$35K | – | 4575 |
|
|
2016
Q2 | $35K | Hold |
5,130
| – | – | ﹤0.01% | 2388 |
|
|
2016
Q1 | $36K | Hold |
5,130
| – | – | ﹤0.01% | 2321 |
|
|
2015
Q4 | $40K | Hold |
5,130
| – | – | ﹤0.01% | 2291 |
|
|
2015
Q3 | $40K | Buy |
+5,130
| New | +$39K | ﹤0.01% | 2194 |
|
|
2015
Q2 | – | Sell |
-5,130
| Closed | -$43K | – | 1371 |
|
|
2015
Q1 | $43K | Hold |
5,130
| – | – | ﹤0.01% | 2116 |
|
|
2014
Q4 | $51K | Hold |
5,130
| – | – | ﹤0.01% | 1990 |
|
|
2014
Q3 | $49K | Sell |
5,130
-1,079
| -17% | -$10K | ﹤0.01% | 1940 |
|
|
2014
Q2 | $51K | Buy |
6,209
+2,021
| +48% | +$16.5K | ﹤0.01% | 1873 |
|
|
2014
Q1 | $35K | Hold |
4,188
| – | – | ﹤0.01% | 2024 |
|
|
2013
Q4 | $40K | Hold |
4,188
| – | – | ﹤0.01% | 1751 |
|
|
2013
Q3 | $53K | Buy |
4,188
+1,645
| +65% | +$20.1K | ﹤0.01% | 1470 |
|
|
2013
Q2 | $26K | Buy |
+2,543
| New | +$23.7K | ﹤0.01% | 1763 |
|
Other funds holding CALX
VPM
VCM
CAM
Creative Planning's CALX Position: Q1 2026 in Review
Creative Planning increased its Calix (CALX) stake by 2.4% in Q1 2026, buying an estimated $38.9K and bringing the position to 31,351 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2119.
Creative Planning first reported a position in CALX in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.39M in Q3 2025. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.
- Creative Planning held 31,351 shares of Calix worth $1.54M as of Q1 2026.
- Creative Planning bought 742 Calix shares in Q1 2026, an estimated $38.9K.
- Calix made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2119 holding.
- Creative Planning first reported a position in Calix in Q2 2013 and has held it in 30 quarters since.
- Creative Planning's Calix position peaked at $2.39M in Q3 2025.
- 309 funds tracked by Wall St. Rank held Calix as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.