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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CAM
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

Twin Peaks Wealth Advisors's CALX Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Calix (CALX) in Q1 2026: 54 shares worth $2.65K. The stake represents ﹤0.01% of the portfolio and ranks #1618 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CALX as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CALX in Q2 2025 and has held it in 2 quarters since. The position peaked at $5.67K in Q2 2025. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • Twin Peaks Wealth Advisors held 54 shares of Calix worth $2.65K as of Q1 2026.
  • Calix was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Calix made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1618 holding.
  • Twin Peaks Wealth Advisors first reported a position in Calix in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Calix position peaked at $5.67K in Q2 2025.
  • 309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.