Geode Capital Management
CWD icon

Geode Capital Management’s CaliberCos CWD Stock Holding History

Geode Capital Management’s Portfolio CWD Stock Details CWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.3K Sell
55,390
-10,333
-16% -$9.85K ﹤0.01% 4293
2026
Q1 		$75.6K Buy
65,723
+34,382
+110% +$44.3K ﹤0.01% 4206
2025
Q4 		$38.9K Buy
+31,341
New +$84K ﹤0.01% 4279
2025
Q2 		– Sell
-5,141
Closed -$57K – 4464
2025
Q1 		$57K Sell
5,141
-161
-3% -$2K ﹤0.01% 4175
2024
Q4 		$74.1K Buy
5,302
+3,309
+166% +$37.9K ﹤0.01% 4169
2024
Q3 		$24.9K Buy
+1,993
New +$26.2K ﹤0.01% 4377

Other funds holding CWD

TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
DF
DecisionPoint Financial Mesa, Arizona $540M AUM 17.26% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Geode Capital Management's CWD Position: Q2 2026 in Review

Geode Capital Management reduced its CaliberCos (CWD) stake by 16% in Q2 2026, selling an estimated $9.85K and leaving 55,390 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4293.

Geode Capital Management first reported a position in CWD in Q3 2024 and has held it in 6 quarters since. The position peaked at $75.6K in Q1 2026. 6 funds tracked by Wall St. Rank hold CWD as of Q2 2026.

  • Geode Capital Management held 55,390 shares of CaliberCos worth $36.3K as of Q2 2026.
  • Geode Capital Management sold 10,333 CaliberCos shares in Q2 2026, an estimated $9.85K.
  • CaliberCos made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #4293 holding.
  • Geode Capital Management first reported a position in CaliberCos in Q3 2024 and has held it in 6 quarters since.
  • Geode Capital Management's CaliberCos position peaked at $75.6K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held CaliberCos as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.