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Twin Peaks Wealth Advisors’s Calix CALX Stock Holding History

Twin Peaks Wealth Advisors’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
Q2 		– Sell
-54
Closed -$2.65K – 534
2026
Q1 		$2.65K Buy
+54
New +$2.83K ﹤0.01% 1618
2025
Q3 		– Sell
-97
Closed -$5.67K – 466
2025
Q2 		$5.67K Buy
+97
New +$4.15K ﹤0.01% 1250

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Twin Peaks Wealth Advisors's CALX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Calix (CALX) in Q2 2026, closing a stake of 54 shares — an estimated $2.65K sold.

Twin Peaks Wealth Advisors first reported a position in CALX in Q2 2025 and held it in 2 quarters. The position peaked at $5.67K in Q2 2025. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 54 Calix shares in Q2 2026, an estimated $2.65K.
  • Twin Peaks Wealth Advisors first reported a position in Calix in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Calix position peaked at $5.67K in Q2 2025.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.