EWM
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Evermay Wealth Management’s Calidi Biotherapeutics CLDI Stock Holding History

Evermay Wealth Management’s Portfolio CLDI Stock Details CLDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1 Hold
1
– – ﹤0.01% 594
2025
Q4 		$2 Hold
1
– – ﹤0.01% 571
2025
Q3 		$2 Sell
1
-528
-100% -$2.24K ﹤0.01% 558
2025
Q2 		$1.46K Hold
529
– – ﹤0.01% 513
2025
Q1 		$3.59K Hold
529
– – ﹤0.01% 496
2024
Q4 		$7.29K Hold
529
– – ﹤0.01% 470
2024
Q3 		$7.23K Buy
+529
New +$9.2K ﹤0.01% 484
2024
Q2 		– Sell
-528
Closed -$35.8K – 612
2024
Q1 		$35.8K Buy
+528
New +$53.9K 0.01% 375

Other funds holding CLDI

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RCI
RS Crum Inc Newport Beach, California $517M AUM 16.68% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Evermay Wealth Management's CLDI Position: Q1 2026 in Review

Evermay Wealth Management held its Calidi Biotherapeutics (CLDI) position steady in Q1 2026 at 1 share worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Evermay Wealth Management first reported a position in CLDI in Q1 2024 and has held it in 8 quarters since. The position peaked at $35.8K in Q1 2024. 28 funds tracked by Wall St. Rank hold CLDI as of Q1 2026.

  • Evermay Wealth Management held 1 share of Calidi Biotherapeutics worth $1 as of Q1 2026.
  • Evermay Wealth Management left its Calidi Biotherapeutics share count unchanged in Q1 2026.
  • Calidi Biotherapeutics made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #594 holding.
  • Evermay Wealth Management first reported a position in Calidi Biotherapeutics in Q1 2024 and has held it in 8 quarters since.
  • Evermay Wealth Management's Calidi Biotherapeutics position peaked at $35.8K in Q1 2024.
  • 28 funds tracked by Wall St. Rank held Calidi Biotherapeutics as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.