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 $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

GPS Wealth Strategies Group's CALX Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Calix (CALX) in Q4 2025, closing a stake of 275 shares — an estimated $16.9K sold.

GPS Wealth Strategies Group first reported a position in CALX in Q1 2021 and held it in 18 quarters. The position peaked at $22K in Q4 2021. 331 funds tracked by Wall St. Rank hold CALX as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Calix position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 275 Calix shares in Q4 2025, an estimated $16.9K.
GPS Wealth Strategies Group first reported a position in Calix in Q1 2021 and held it in 18 quarters.
GPS Wealth Strategies Group's Calix position peaked at $22K in Q4 2021.
331 funds tracked by Wall St. Rank held Calix as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.