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Gibbs Wealth Management’s Calix CALX Stock Holding History

Gibbs 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
2026
Q1 		$957K Buy
19,542
+7,781
+66% +$408K 0.13% 162
2025
Q4 		$609K Sell
11,761
-2,863
-20% -$167K 0.15% 165
2025
Q3 		$897K Sell
14,624
-2,352
-14% -$135K 0.2% 120
2025
Q2 		$903K Buy
16,976
+1,994
+13% +$85.3K 0.17% 142
2025
Q1 		$531K Buy
14,982
+3,315
+28% +$123K 0.13% 180
2024
Q4 		$407K Buy
11,667
+356
+3% +$12.5K 0.11% 195
2024
Q3 		$439K Buy
11,311
+4,010
+55% +$147K 0.14% 164
2024
Q2 		$259K Buy
+7,301
New +$235K 0.1% 200

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gibbs Wealth Management's CALX Position: Q1 2026 in Review

Gibbs Wealth Management increased its Calix (CALX) stake by 66% in Q1 2026, buying an estimated $408K and bringing the position to 19,542 shares worth $957K. The position accounts for 0.13% of the portfolio, ranked #162.

Gibbs Wealth Management first reported a position in CALX in Q2 2024 and has held it in 8 quarters since. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • Gibbs Wealth Management held 19,542 shares of Calix worth $957K as of Q1 2026.
  • Gibbs Wealth Management bought 7,781 Calix shares in Q1 2026, an estimated $408K.
  • Calix made up 0.13% of Gibbs Wealth Management's portfolio in Q1 2026, its #162 holding.
  • Gibbs Wealth Management first reported a position in Calix in Q2 2024 and has held it in 8 quarters since.
  • 309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

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