Palogic Value Management’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Palogic Value Management’s Portfolio CHW Stock Details CHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$79.9K	Hold	11,000	–	–	0.04%	175
2025 Q4	$81.5K	Hold	11,000	–	–	0.04%	159
2025 Q3	$82.9K	Hold	11,000	–	–	0.04%	167
2025 Q2	$78.4K	Hold	11,000	–	–	0.03%	163
2025 Q1	$70.3K	Hold	11,000	–	–	0.03%	159
2024 Q4	$74.3K	Hold	11,000	–	–	0.03%	172
2024 Q3	$78.9K	Hold	11,000	–	–	0.03%	177
2024 Q2	$75.5K	Hold	11,000	–	–	0.03%	159
2024 Q1	$71.6K	Hold	11,000	–	–	0.03%	161
2023 Q4	$63.5K	Hold	11,000	–	–	0.03%	159
2023 Q3	$60.9K	Hold	11,000	–	–	0.03%	155
2023 Q2	$66.2K	Hold	11,000	–	–	0.03%	160
2023 Q1	$65.8K	Hold	11,000	–	–	0.03%	160
2022 Q4	$61.4K	Buy	+11,000	New	+$64.3K	0.03%	150

Other funds holding CHW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return