Geneos Wealth Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $415K | Hold |
|
|||||
|
2025
Q2 | $405K | Buy |
|
|||||
|
2025
Q1 | $97.1K | Buy |
|
|||||
|
2024
Q4 | $50K | Hold |
|
|||||
|
2024
Q3 | $48.8K | Hold |
|
|||||
|
2024
Q2 | $48.8K | Sell |
|
|||||
|
2024
Q1 | $49.7K | Sell |
|
|||||
|
2023
Q4 | $53.3K | Hold |
|
|||||
|
2023
Q3 | $54.2K | Hold |
|
|||||
|
2023
Q2 | $57.6K | Hold |
|
|||||
|
2023
Q1 | $54.1K | Hold |
|
|||||
|
2022
Q4 | $54K | Sell |
|
|||||
|
2022
Q3 | $81K | Sell |
|
|||||
|
2022
Q2 | $483K | Buy |
|
|||||
|
2022
Q1 | $569K | Sell |
|
|||||
|
2021
Q4 | $693K | Sell |
|
|||||
|
2021
Q3 | $847K | Sell |
|
|||||
|
2021
Q2 | $886K | Sell |
|
|||||
|
2021
Q1 | $857K | Sell |
|
|||||
|
2020
Q4 | $815K | Buy |
|
|||||
|
2020
Q3 | $624K | Buy |
|
|||||
|
2020
Q2 | $590K | Sell |
|
|||||
|
2020
Q1 | $457K | Buy |
|
|||||
|
2019
Q4 | $613K | Sell |
|
|||||
|
2019
Q3 | $591K | Buy |
|
|||||
|
2019
Q2 | $584K | Buy |
|
|||||
|
2019
Q1 | $552K | Sell |
|
|||||
|
2018
Q4 | $484K | Buy |
|
|||||
|
2018
Q3 | $666K | Buy |
|
|||||
|
2018
Q2 | $582K | Buy |
|
|||||
|
2018
Q1 | $477K | Buy |
|
|||||
|
2017
Q4 | $469K | Buy |
|
|||||
|
2017
Q3 | $398K | Buy |
|
|||||
|
2017
Q2 | $330K | Sell |
|
|||||
|
2017
Q1 | $329K | Buy |
|
|||||
|
2016
Q4 | $291K | Buy |
|
|||||
|
2016
Q3 | $295K | Sell |
|
|||||
|
2016
Q2 | $299K | Sell |
|
|||||
|
2016
Q1 | $293K | Buy |
|