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
Q2 		$11.3K Hold
864
– – ﹤0.01% 1985
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 $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Geneos Wealth Management's CPZ Position: Q2 2026 in Review

Geneos Wealth Management held its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) position steady in Q2 2026 at 864 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

Geneos Wealth Management first reported a position in CPZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $14K in Q3 2025. 61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

  • Geneos Wealth Management held 864 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $11.3K as of Q2 2026.
  • Geneos Wealth Management left its Calamos Long/Short Equity & Dynamic Income Trust share count unchanged in Q2 2026.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1985 holding.
  • Geneos Wealth Management first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2025 and has held it in 4 quarters since.
  • Geneos Wealth Management's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $14K in Q3 2025.
  • 61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.