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
Q3 		$27.1K Sell
44,315
-11,075
-20% -$6.65K ﹤0.01% 4289
2026
Q2 		$36.3K Sell
55,390
-10,333
-16% -$9.8K ﹤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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
DecisionPoint Financial
DecisionPoint Financial Mesa, Arizona $574M AUM 9.84% 1-Year Est. Return

Geode Capital Management's CWD Position: Q3 2026 in Review

Geode Capital Management reduced its CaliberCos (CWD) stake by 20% in Q3 2026, selling an estimated $6.65K and leaving 44,315 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4289.

Geode Capital Management first reported a position in CWD in Q3 2024 and has held it in 7 quarters since. The position peaked at $75.6K in Q1 2026. 6 funds tracked by Wall St. Rank hold CWD as of Q3 2026.

  • Geode Capital Management held 44,315 shares of CaliberCos worth $27.1K as of Q3 2026.
  • Geode Capital Management sold 11,075 CaliberCos shares in Q3 2026, an estimated $6.65K.
  • CaliberCos made up ﹤0.01% of Geode Capital Management's portfolio in Q3 2026, its #4289 holding.
  • Geode Capital Management first reported a position in CaliberCos in Q3 2024 and has held it in 7 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 Q3 2026.

Based on Geode Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.