GWM
CALX icon

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
Q3 		$344 Buy
10
+4
+67% +$149 ﹤0.01% 963
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

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Gilpin Wealth Management's CALX Position: Q3 2026 in Review

Gilpin Wealth Management increased its Calix (CALX) stake by 67% in Q3 2026, buying an estimated $149 and bringing the position to 10 shares worth $344. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Gilpin Wealth Management first reported a position in CALX in Q4 2025 and has held it in 4 quarters since. The position peaked at $539 in Q1 2026. 8 funds tracked by Wall St. Rank hold CALX as of Q3 2026.

  • Gilpin Wealth Management held 10 shares of Calix worth $344 as of Q3 2026.
  • Gilpin Wealth Management bought 4 Calix shares in Q3 2026, an estimated $149.
  • Calix made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #963 holding.
  • Gilpin Wealth Management first reported a position in Calix in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Calix position peaked at $539 in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Calix as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.