Golden State Wealth Management’s Calamos Global Total Return Fund CGO Stock Holding History

Golden State 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 Q1	$620	Buy	55 +1	+2%	+$12	﹤0.01%	1500
2025 Q4	$621	Buy	54 +1	+2%	+$12	﹤0.01%	1575
2025 Q3	$642	Buy	53 +1	+2%	+$12	﹤0.01%	1549
2025 Q2	$612	Sell	52 -3,322	-98%	-$35.7K	﹤0.01%	1484
2025 Q1	$34.9K	Buy	3,374 +71	+2%	+$789	0.01%	673
2024 Q4	$37.6K	Buy	+3,303	New	+$39.3K	0.01%	634

Other funds holding CGO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return

Prairie Wealth Advisors Omaha, Nebraska $230M AUM 23.67% 1-Year Est. Return