GWM
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Gilpin Wealth Management’s Calix CALX Stock Holding History

Gilpin 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
Q2 		$224 Sell
6
-5
-45% -$210 ﹤0.01% 891
2026
Q1 		$539 Buy
11
+7
+175% +$367 ﹤0.01% 590
2025
Q4 		$212 Buy
+4
New +$233 ﹤0.01% 647

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Gilpin Wealth Management's CALX Position: Q2 2026 in Review

Gilpin Wealth Management reduced its Calix (CALX) stake by 45% in Q2 2026, selling an estimated $210 and leaving 6 shares worth $224. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Gilpin Wealth Management first reported a position in CALX in Q4 2025 and has held it in 3 quarters since. The position peaked at $539 in Q1 2026. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Gilpin Wealth Management held 6 shares of Calix worth $224 as of Q2 2026.
  • Gilpin Wealth Management sold 5 Calix shares in Q2 2026, an estimated $210.
  • Calix made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #891 holding.
  • Gilpin Wealth Management first reported a position in Calix in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Calix position peaked at $539 in Q1 2026.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.