Truvestments Capital’s Calix CALX Stock Holding History

Truvestments Capital’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 Q1	$7.45K	Hold	152	–	–	﹤0.01%	813
2025 Q4	$8.04K	Hold	152	–	–	﹤0.01%	730
2025 Q3	$9.33K	Sell	152 -110	-42%	-$6.33K	﹤0.01%	726
2025 Q2	$13.9K	Hold	262	–	–	﹤0.01%	601
2025 Q1	$9.29K	Sell	262 -1,562	-86%	-$58K	﹤0.01%	670
2024 Q4	$63.6K	Sell	1,824 -145	-7%	-$5.11K	0.02%	338
2024 Q3	$76.4K	Buy	+1,969	New	+$72.3K	0.02%	308
2024 Q2	–	Sell	-2,458	Closed	-$81.5K	–	294
2024 Q1	$81.5K	Sell	2,458 -4,281	-64%	-$160K	0.03%	307
2023 Q4	$294K	Buy	6,739 +1,962	+41%	+$78.5K	0.13%	171
2023 Q3	$219K	Buy	4,777 +867	+22%	+$39.2K	0.11%	170
2023 Q2	$195K	Buy	3,910 +861	+28%	+$41.5K	0.1%	190
2023 Q1	$163K	Buy	3,049 +1,386	+83%	+$75.5K	0.09%	194
2022 Q4	$114K	Buy	1,663 +1,162	+232%	+$78.1K	0.06%	220
2022 Q3	$31K	Buy	501 +33	+7%	+$1.76K	0.02%	297
2022 Q2	$16K	Buy	+468	New	+$17.4K	0.01%	362

Other funds holding CALX

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Millennium Management

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

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

Westfield Capital Management

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return