Geneos Wealth Management’s Calamos Convertible and High Income Fund CHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $34.1K | Hold |
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|
2025
Q2 | $33.4K | Sell |
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|
2025
Q1 | $61.4K | Buy |
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|
2024
Q4 | $36.9K | Hold |
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|
2024
Q3 | $36.3K | Hold |
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|
2024
Q2 | $33.9K | Hold |
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|
2024
Q1 | $35.9K | Hold |
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|
2023
Q4 | $34.9K | Sell |
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|
2023
Q3 | $146K | Hold |
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|
2023
Q2 | $146K | Buy |
|
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|
2023
Q1 | $33.2K | Sell |
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|
2022
Q4 | $138K | Hold |
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|
2022
Q3 | $131K | Hold |
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|
2022
Q2 | $146K | Sell |
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|
2022
Q1 | $205K | Hold |
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|
2021
Q4 | $235K | Hold |
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|
2021
Q3 | $227K | Sell |
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|
2021
Q2 | $247K | Buy |
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|
2021
Q1 | $87K | Hold |
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|
2020
Q4 | $81K | Hold |
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|
2020
Q3 | $64K | Hold |
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|
2020
Q2 | $61K | Hold |
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|
2020
Q1 | $47K | Hold |
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|
2019
Q4 | $64K | Hold |
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|
2019
Q3 | $61K | Hold |
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|
2019
Q2 | $61K | Buy |
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|
2019
Q1 | $44K | Hold |
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|
2018
Q4 | $38K | Sell |
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|
2018
Q3 | $54K | Buy |
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|
2018
Q2 | $19K | Sell |
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|
2018
Q1 | $41K | Hold |
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|
2017
Q4 | $41K | Hold |
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|
2017
Q3 | $41K | Hold |
|
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|
2017
Q2 | $41K | Hold |
|
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|
2017
Q1 | $39K | Hold |
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|
2016
Q4 | $36K | Hold |
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|
2016
Q3 | $38K | Hold |
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|
2016
Q2 | $37K | Hold |
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|
2016
Q1 | $36K | Buy |
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