LSC
CGO

Logan Stone Capital’s Calamos Global Total Return Fund CGO Stock Holding History

Logan Stone Capital’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 		$216K Sell
15,841
-3,262
-17% -$42.8K 0.05% 128
2026
Q1 		$213K Buy
+19,103
New +$229K 0.06% 113

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

Logan Stone Capital's CGO Position: Q2 2026 in Review

Logan Stone Capital reduced its Calamos Global Total Return Fund (CGO) stake by 17% in Q2 2026, selling an estimated $42.8K and leaving 15,841 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #128.

Logan Stone Capital first reported a position in CGO in Q1 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold CGO as of Q2 2026.

  • Logan Stone Capital held 15,841 shares of Calamos Global Total Return Fund worth $216K as of Q2 2026.
  • Logan Stone Capital sold 3,262 Calamos Global Total Return Fund shares in Q2 2026, an estimated $42.8K.
  • Calamos Global Total Return Fund made up 0.05% of Logan Stone Capital's portfolio in Q2 2026, its #128 holding.
  • Logan Stone Capital first reported a position in Calamos Global Total Return Fund in Q1 2026 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q2 2026.

Based on Logan Stone Capital's 13F filing for Q2 2026, filed 14 Aug 2026.