GPS Wealth Strategies Group’s Calix CALX Stock Holding History

GPS Wealth Strategies Group’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 Q4	–	Sell	-275	Closed	-$16.9K	–	695
2025 Q3	$16.9K	Hold	275	–	–	﹤0.01%	947
2025 Q2	$14.6K	Hold	275	–	–	﹤0.01%	932
2025 Q1	$9.75K	Hold	275	–	–	﹤0.01%	1004
2024 Q4	$9.59K	Hold	275	–	–	﹤0.01%	957
2024 Q3	$10.7K	Hold	275	–	–	﹤0.01%	935
2024 Q2	$9.74K	Hold	275	–	–	﹤0.01%	922
2024 Q1	$9.12K	Hold	275	–	–	﹤0.01%	878
2023 Q4	$12K	Hold	275	–	–	﹤0.01%	798
2023 Q3	$12.6K	Hold	275	–	–	﹤0.01%	797
2023 Q2	$13.7K	Hold	275	–	–	﹤0.01%	775
2023 Q1	$14.7K	Buy	+275	New	+$15K	﹤0.01%	759
2022 Q4	–	Sell	-275	Closed	-$17K	–	253
2022 Q3	$17K	Hold	275	–	–	﹤0.01%	648
2022 Q2	$9K	Hold	275	–	–	﹤0.01%	776
2022 Q1	$12K	Hold	275	–	–	﹤0.01%	687
2021 Q4	$22K	Hold	275	–	–	﹤0.01%	561
2021 Q3	$14K	Hold	275	–	–	﹤0.01%	642
2021 Q2	$13K	Hold	275	–	–	﹤0.01%	682
2021 Q1	$9K	Buy	+275	New	+$10.2K	﹤0.01%	681

Other funds holding CALX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Westfield Capital Management

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return