GWM
CPZ

Geneos Wealth Management’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Geneos Wealth Management’s Portfolio CPZ Stock Details CPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.7K Hold
864
– – ﹤0.01% 1945
2025
Q4 		$12.6K Hold
864
– – ﹤0.01% 1888
2025
Q3 		$14K Buy
+864
New +$14.2K ﹤0.01% 1849

Other funds holding CPZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $98.3M AUM

Geneos Wealth Management's CPZ Position: Q1 2026 in Review

Geneos Wealth Management held its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) position steady in Q1 2026 at 864 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1945.

Geneos Wealth Management first reported a position in CPZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $14K in Q3 2025. 58 funds tracked by Wall St. Rank hold CPZ as of Q1 2026.

  • Geneos Wealth Management held 864 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $11.7K as of Q1 2026.
  • Geneos Wealth Management left its Calamos Long/Short Equity & Dynamic Income Trust share count unchanged in Q1 2026.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1945 holding.
  • Geneos Wealth Management first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2025 and has held it in 3 quarters since.
  • Geneos Wealth Management's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $14K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.