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 Q2	–	Hold	0	–	–	–	651
2026 Q1	–	Hold	0	–	–	–	594
2025 Q4	–	Hold	0	–	–	–	571
2025 Q3	–	Sell	-33	Closed	-$2.24K	–	558
2025 Q2	$1.46K	Hold	33	–	–	﹤0.01%	513
2025 Q1	$3.59K	Hold	33	–	–	﹤0.01%	496
2024 Q4	$7.29K	Hold	33	–	–	﹤0.01%	470
2024 Q3	$7.23K	Buy	+33	New	+$9.19K	﹤0.01%	484
2024 Q2	–	Sell	-33	Closed	-$35.8K	–	612
2024 Q1	$35.8K	Buy	+33	New	+$53.9K	0.01%	375

Other funds holding CLDI

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

RCI

RS Crum Inc Newport Beach, California $533M AUM 20.75% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evermay Wealth Management's CLDI Position: Q2 2026 in Review

Evermay Wealth Management held its Calidi Biotherapeutics (CLDI) position steady in Q2 2026 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Evermay Wealth Management first reported a position in CLDI in Q1 2024 and has held it in 5 quarters since. The position peaked at $35.8K in Q1 2024. 22 funds tracked by Wall St. Rank hold CLDI as of Q2 2026.

Evermay Wealth Management held 0 shares of Calidi Biotherapeutics worth $1 as of Q2 2026.
Evermay Wealth Management left its Calidi Biotherapeutics share count unchanged in Q2 2026.
Calidi Biotherapeutics made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #651 holding.
Evermay Wealth Management first reported a position in Calidi Biotherapeutics in Q1 2024 and has held it in 5 quarters since.
Evermay Wealth Management's Calidi Biotherapeutics position peaked at $35.8K in Q1 2024.
22 funds tracked by Wall St. Rank held Calidi Biotherapeutics as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.