GJWM
CGO

Gilliland Jeter Wealth Management’s Calamos Global Total Return Fund CGO Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio CGO Stock Details CGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$281K Hold
20,576
– – 0.07% 170
2026
Q1 		$229K Hold
20,576
– – 0.07% 171
2025
Q4 		$234K Hold
20,576
– – 0.07% 161
2025
Q3 		$248K Hold
20,576
– – 0.08% 157
2025
Q2 		$241K Hold
20,576
– – 0.08% 160
2025
Q1 		$213K Hold
20,576
– – 0.08% 166
2024
Q4 		$234K Hold
20,576
– – 0.08% 157
2024
Q3 		$246K Hold
20,576
– – 0.08% 155
2024
Q2 		$228K Hold
20,576
– – 0.08% 160
2024
Q1 		$214K Buy
20,576
+2,500
+14% +$24.2K 0.07% 162
2023
Q4 		$164K Buy
+18,076
New +$158K 0.07% 157

Other funds holding CGO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
PWA
Prairie Wealth Advisors Omaha, Nebraska $420M AUM 21.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gilliland Jeter Wealth Management's CGO Position: Q2 2026 in Review

Gilliland Jeter Wealth Management held its Calamos Global Total Return Fund (CGO) position steady in Q2 2026 at 20,576 shares worth $281K. The position accounts for 0.07% of the portfolio, ranked #170.

Gilliland Jeter Wealth Management first reported a position in CGO in Q4 2023 and has held it in 11 quarters since. 45 funds tracked by Wall St. Rank hold CGO as of Q2 2026.

  • Gilliland Jeter Wealth Management held 20,576 shares of Calamos Global Total Return Fund worth $281K as of Q2 2026.
  • Gilliland Jeter Wealth Management left its Calamos Global Total Return Fund share count unchanged in Q2 2026.
  • Calamos Global Total Return Fund made up 0.07% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #170 holding.
  • Gilliland Jeter Wealth Management first reported a position in Calamos Global Total Return Fund in Q4 2023 and has held it in 11 quarters since.
  • 45 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.