Back to CALX
Creative Planning CALX Position History
Calix, Inc. • Technology
Quarters held
8
Latest value
$1.9M
Q3 2026
Peak value
$2.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.3M |
| Q3 2025 | $46K |
| Q4 2025 | $1.6M |
| Q1 2026 | $1.5M |
| Q2 2026 | $33K |
| Q2 2026 | $967K |
| Q3 2026 | $25K |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 55.4K | — | — |
| Q3 2026 | $25K | 723 | — | — |
| Q2 2026 | $967K | 25.9K | — | — |
| Q2 2026 | $33K | 875 | — | — |
| Q1 2026 | $1.5M | 31.4K | — | — |
| Q4 2025 | $1.6M | 30.6K | — | — |
| Q3 2025 | $46K | 756 | — | — |
| Q3 2025 | $2.3M | 38.2K | — | — |
Other funds holding CALX
$127.6M
$108.8M
$108.8M