GSWM
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Golden State Wealth Management’s Caleres CAL Stock Holding History

Golden State Wealth Management’s Portfolio CAL Stock Details CAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.8K Buy
1,883
+1
+0.1% +$12 ﹤0.01% 916
2025
Q4 		$22.9K Hold
1,882
– – ﹤0.01% 895
2025
Q3 		$24.5K Sell
1,882
-450
-19% -$6.51K ﹤0.01% 866
2025
Q2 		$28.5K Sell
2,332
-217
-9% -$3.25K ﹤0.01% 786
2025
Q1 		$43.9K Hold
2,549
– – 0.01% 617
2024
Q4 		$59K Buy
+2,549
New +$74.7K 0.01% 550
2021
Q4 		– Sell
-9,553
Closed -$212K – 363
2021
Q3 		$212K Buy
+9,553
New +$230K 0.05% 284

Other funds holding CAL

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return