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Summit Wealth Group (Colorado)’s Calix CALX Stock Holding History

Summit Wealth Group (Colorado)’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
-6,155
Closed -$282K – 323
2025
Q3 		$282K Buy
+6,155
New +$354K 0.03% 371

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Summit Wealth Group (Colorado)'s CALX Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Calix (CALX) in Q4 2025, closing a stake of 6,155 shares — an estimated $282K sold.

Summit Wealth Group (Colorado) first reported a position in CALX in Q3 2025 and held it in 1 quarter. The position peaked at $282K in Q3 2025. 331 funds tracked by Wall St. Rank hold CALX as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Calix position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 6,155 Calix shares in Q4 2025, an estimated $282K.
  • Summit Wealth Group (Colorado) first reported a position in Calix in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Calix position peaked at $282K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held Calix as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.