GWM
CALX icon

Geneos Wealth Management’s Calix CALX Stock Holding History

Geneos Wealth Management’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
2022
Q1 		– Sell
-150
Closed -$11K – 2779
2021
Q4 		$11K Sell
150
-65
-30% -$4.24K ﹤0.01% 2126
2021
Q3 		$10K Buy
+215
New +$9.91K ﹤0.01% 2207

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geneos Wealth Management's CALX Position: Q1 2022 in Review

Geneos Wealth Management sold out of Calix (CALX) in Q1 2022, closing a stake of 150 shares — an estimated $11K sold.

Geneos Wealth Management first reported a position in CALX in Q3 2021 and held it in 2 quarters. The position peaked at $11K in Q4 2021. 230 funds tracked by Wall St. Rank hold CALX as of Q1 2022.

  • Geneos Wealth Management reported no remaining Calix position as of Q1 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 150 Calix shares in Q1 2022, an estimated $11K.
  • Geneos Wealth Management first reported a position in Calix in Q3 2021 and held it in 2 quarters.
  • Geneos Wealth Management's Calix position peaked at $11K in Q4 2021.
  • 230 funds tracked by Wall St. Rank held Calix as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.