GFG
CHY

Greenberg Financial Group’s Calamos Convertible and High Income Fund CHY Stock Holding History

Greenberg Financial Group’s Portfolio CHY Stock Details CHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$2.28M Buy
+201,222
New +$2.3M 0.94% 20
2025
Q2 		$1.41M Sell
103,676
-40,617
-28% -$418K 0.52% 36
2025
Q1 		$1.57M Buy
+144,293
New +$1.6M 0.65% 32

Other funds holding CHY

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Greenberg Financial Group's CHY Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Calamos Convertible and High Income Fund (CHY) in Q4 2025: 201,222 shares worth $2.28M. The stake represents 0.94% of the portfolio and ranks #20 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in CHY as recently as Q2 2025.

Greenberg Financial Group first reported a position in CHY in Q1 2025 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold CHY as of Q4 2025.

  • Greenberg Financial Group held 201,222 shares of Calamos Convertible and High Income Fund worth $2.28M as of Q4 2025.
  • Calamos Convertible and High Income Fund was a new Greenberg Financial Group position in Q4 2025.
  • Calamos Convertible and High Income Fund made up 0.94% of Greenberg Financial Group's portfolio in Q4 2025, its #20 holding.
  • Greenberg Financial Group first reported a position in Calamos Convertible and High Income Fund in Q1 2025 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.