GFA
CALX icon

Godfrey Financial Associates’s Calix CALX Stock Holding History

Godfrey Financial Associates’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 		$672 Hold
18
– – ﹤0.01% 851
2026
Q1 		$882 Hold
18
– – ﹤0.01% 791
2025
Q4 		$953 Buy
+18
New +$1.05K ﹤0.01% 760

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

Godfrey Financial Associates's CALX Position: Q2 2026 in Review

Godfrey Financial Associates held its Calix (CALX) position steady in Q2 2026 at 18 shares worth $672. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Godfrey Financial Associates first reported a position in CALX in Q4 2025 and has held it in 3 quarters since. The position peaked at $953 in Q4 2025. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Godfrey Financial Associates held 18 shares of Calix worth $672 as of Q2 2026.
  • Godfrey Financial Associates left its Calix share count unchanged in Q2 2026.
  • Calix made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #851 holding.
  • Godfrey Financial Associates first reported a position in Calix in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Calix position peaked at $953 in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.