EP
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Essential Partners’s Calix CALX Stock Holding History

Essential Partners’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
2026
Q3 		– Sell
-60
Closed -$2.24K – 2882
2026
Q2 		$2.24K Buy
60
+59
+5,900% +$2.48K ﹤0.01% 1926
2026
Q1 		$49 Hold
1
– – ﹤0.01% 2782
2025
Q4 		$53 Sell
1
-2
-67% -$116 ﹤0.01% 2631
2025
Q3 		$184 Buy
3
+2
+200% +$115 ﹤0.01% 2410
2025
Q2 		$53 Buy
+1
New +$43 ﹤0.01% 2146

Other funds holding CALX

TIM
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Essential Partners's CALX Position: Q3 2026 in Review

Essential Partners sold out of Calix (CALX) in Q3 2026, closing a stake of 60 shares — an estimated $2.24K sold.

Essential Partners first reported a position in CALX in Q2 2025 and held it in 5 quarters. The position peaked at $2.24K in Q2 2026. 11 funds tracked by Wall St. Rank hold CALX as of Q3 2026.

  • Essential Partners reported no remaining Calix position as of Q3 2026 after selling out during the quarter.
  • Essential Partners sold 60 Calix shares in Q3 2026, an estimated $2.24K.
  • Essential Partners first reported a position in Calix in Q2 2025 and held it in 5 quarters.
  • Essential Partners's Calix position peaked at $2.24K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Calix as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.