GSWM
CGO

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
Q2 		$773 Buy
56
+1
+2% +$13 ﹤0.01% 1503
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
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

Golden State Wealth Management's CGO Position: Q2 2026 in Review

Golden State Wealth Management increased its Calamos Global Total Return Fund (CGO) stake by 1.8% in Q2 2026, buying an estimated $13 and bringing the position to 56 shares worth $773. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

Golden State Wealth Management first reported a position in CGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.6K in Q4 2024. 45 funds tracked by Wall St. Rank hold CGO as of Q2 2026.

  • Golden State Wealth Management held 56 shares of Calamos Global Total Return Fund worth $773 as of Q2 2026.
  • Golden State Wealth Management bought 1 Calamos Global Total Return Fund share in Q2 2026, an estimated $13.
  • Calamos Global Total Return Fund made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1503 holding.
  • Golden State Wealth Management first reported a position in Calamos Global Total Return Fund in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Calamos Global Total Return Fund position peaked at $37.6K in Q4 2024.
  • 45 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.