GWP
CHI

Gen-Wealth Partners’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Gen-Wealth Partners’s Portfolio CHI Stock Details CHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.5K Sell
1,525
-675
-31% -$8.32K 0.01% 494
2026
Q1 		$23.6K Sell
2,200
-375
-15% -$4.21K 0.01% 459
2025
Q4 		$27K Hold
2,575
– – 0.01% 449
2025
Q3 		$27.8K Hold
2,575
– – 0.01% 435
2025
Q2 		$27.1K Hold
2,575
– – 0.01% 388
2025
Q1 		$24.7K Sell
2,575
-319
-11% -$3.46K 0.01% 392
2024
Q4 		$34.6K Sell
2,894
-670
-19% -$7.95K 0.01% 391
2024
Q3 		$41.4K Sell
3,564
-3,476
-49% -$39.9K 0.02% 387
2024
Q2 		$81.9K Hold
7,040
– – 0.04% 311
2024
Q1 		$79.9K Buy
+7,040
New +$76.7K 0.04% 328

Other funds holding CHI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gen-Wealth Partners's CHI Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Calamos Convertible Opportunities and Income Fund (CHI) stake by 31% in Q2 2026, selling an estimated $8.32K and leaving 1,525 shares worth $20.5K. The position accounts for 0.01% of the portfolio, ranked #494.

Gen-Wealth Partners first reported a position in CHI in Q1 2024 and has held it in 10 quarters since. The position peaked at $81.9K in Q2 2024. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

  • Gen-Wealth Partners held 1,525 shares of Calamos Convertible Opportunities and Income Fund worth $20.5K as of Q2 2026.
  • Gen-Wealth Partners sold 675 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $8.32K.
  • Calamos Convertible Opportunities and Income Fund made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #494 holding.
  • Gen-Wealth Partners first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Calamos Convertible Opportunities and Income Fund position peaked at $81.9K in Q2 2024.
  • 135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.