Cerity Partners’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Cerity Partners’s Portfolio GDO Stock Details GDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-90,294	Closed	-$1.07M	–	3307
2025 Q4	$1.07M	Hold	90,294	–	–	﹤0.01%	1688
2025 Q3	$1.07M	Hold	90,294	–	–	﹤0.01%	1567
2025 Q2	$1.07M	Hold	90,294	–	–	﹤0.01%	1485
2025 Q1	$1.05M	Hold	90,294	–	–	﹤0.01%	1404
2024 Q4	$1.02M	Hold	90,294	–	–	﹤0.01%	1400
2024 Q3	$1.16M	Hold	90,294	–	–	﹤0.01%	1331
2024 Q2	$1.1M	Hold	90,294	–	–	﹤0.01%	1183
2024 Q1	$1.13M	Hold	90,294	–	–	﹤0.01%	1222
2023 Q4	$1.15M	Hold	90,294	–	–	﹤0.01%	936
2023 Q3	$1.07M	Hold	90,294	–	–	0.01%	735
2023 Q2	$1.12M	Hold	90,294	–	–	﹤0.01%	897
2023 Q1	$1.15M	Hold	90,294	–	–	﹤0.01%	916
2022 Q4	$1.15M	Buy	+90,294	New	+$1.1M	0.01%	661

Other funds holding GDO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Cerity Partners's GDO Position: Q1 2026 in Review

Cerity Partners sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q1 2026, closing a stake of 90,294 shares — an estimated $1.07M sold.

Cerity Partners first reported a position in GDO in Q4 2022 and held it in 13 quarters. The position peaked at $1.16M in Q3 2024. 32 funds tracked by Wall St. Rank hold GDO as of Q1 2026.

Cerity Partners reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q1 2026 after selling out during the quarter.
Cerity Partners sold 90,294 Western Asset Global Corporate Defined Opportunity Fund shares in Q1 2026, an estimated $1.07M.
Cerity Partners first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q4 2022 and held it in 13 quarters.
Cerity Partners's Western Asset Global Corporate Defined Opportunity Fund position peaked at $1.16M in Q3 2024.
32 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.