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Global Financial Private Client’s Calix CALX Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-5
Closed -$177 – 428
2025
Q1 		$177 Buy
5
+4
+400% +$148 ﹤0.01% 1542
2024
Q4 		$35 Buy
+1
New +$35 ﹤0.01% 1619

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Global Financial Private Client's CALX Position: Q2 2025 in Review

Global Financial Private Client sold out of Calix (CALX) in Q2 2025, closing a stake of 5 shares — an estimated $177 sold.

Global Financial Private Client first reported a position in CALX in Q4 2024 and held it in 2 quarters. The position peaked at $177 in Q1 2025. 295 funds tracked by Wall St. Rank hold CALX as of Q2 2025.

  • Global Financial Private Client reported no remaining Calix position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 5 Calix shares in Q2 2025, an estimated $177.
  • Global Financial Private Client first reported a position in Calix in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Calix position peaked at $177 in Q1 2025.
  • 295 funds tracked by Wall St. Rank held Calix as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.