OP
CGO

ORG Partners’s Calamos Global Total Return Fund CGO Stock Holding History

ORG Partners’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
2025
Q4 		$17.1K Hold
1,500
– – ﹤0.01% 854
2025
Q3 		$18.1K Hold
1,500
– – ﹤0.01% 826
2025
Q2 		$17.6K Hold
1,500
– – ﹤0.01% 790
2025
Q1 		$15.6K Hold
1,500
– – ﹤0.01% 735
2024
Q4 		$17.1K Buy
+1,500
New +$17.9K ﹤0.01% 781

Other funds holding CGO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PWA
Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

ORG Partners's CGO Position: Q4 2025 in Review

ORG Partners held its Calamos Global Total Return Fund (CGO) position steady in Q4 2025 at 1,500 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

ORG Partners first reported a position in CGO in Q4 2024 and has held it in 5 quarters since. The position peaked at $18.1K in Q3 2025. 38 funds tracked by Wall St. Rank hold CGO as of Q4 2025.

  • ORG Partners held 1,500 shares of Calamos Global Total Return Fund worth $17.1K as of Q4 2025.
  • ORG Partners left its Calamos Global Total Return Fund share count unchanged in Q4 2025.
  • Calamos Global Total Return Fund made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #854 holding.
  • ORG Partners first reported a position in Calamos Global Total Return Fund in Q4 2024 and has held it in 5 quarters since.
  • ORG Partners's Calamos Global Total Return Fund position peaked at $18.1K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.