HWP
GDO

Highline Wealth Partners’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Highline Wealth Partners’s Portfolio GDO Stock Details GDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.37K Hold
500
– – ﹤0.01% 841
2026
Q1 		$5.38K Hold
500
– – ﹤0.01% 704
2025
Q4 		$5.9K Hold
500
– – ﹤0.01% 515
2025
Q3 		$5.94K Buy
+500
New +$5.93K ﹤0.01% 529

Other funds holding GDO

SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Highline Wealth Partners's GDO Position: Q2 2026 in Review

Highline Wealth Partners held its Western Asset Global Corporate Defined Opportunity Fund (GDO) position steady in Q2 2026 at 500 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Highline Wealth Partners first reported a position in GDO in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.94K in Q3 2025. 10 funds tracked by Wall St. Rank hold GDO as of Q2 2026.

  • Highline Wealth Partners held 500 shares of Western Asset Global Corporate Defined Opportunity Fund worth $5.37K as of Q2 2026.
  • Highline Wealth Partners left its Western Asset Global Corporate Defined Opportunity Fund share count unchanged in Q2 2026.
  • Western Asset Global Corporate Defined Opportunity Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #841 holding.
  • Highline Wealth Partners first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's Western Asset Global Corporate Defined Opportunity Fund position peaked at $5.94K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.