Back to CGO
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC → CGO
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CGO Position History
Calamos Global Total Return Fund • Financial Services
Quarters held
3
Latest value
$311K
Q3 2026
Peak value
$311K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $79K |
| Q2 2026 | $279K |
| Q3 2026 | $311K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $311K | 24.1K | — | — |
| Q2 2026 | $279K | 20.4K | — | — |
| Q1 2026 | $79K | 7.1K | — | — |
Other funds holding CGO
Other BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC positions
SPY
$171.5MSTATE STREET SPDR S&P 500 ETF
SPY
$163.8MSTATE STREET SPDR S&P 500 ETF
SPY
$152.9MSTATE STR SPDR S&P 500 ETF TR TR UNIT
SPY
$141.2MSTATE STREET SPDR S&P 500 ETF
GAM-PB
$53MGENERAL AMERN INVS CO INC COM
GAM-PB
$52.6MGENERAL AMERN INVS CO INC COM
GAM-PB
$47.8MGENERAL AMERN INVS CO INC COM
GAM-PB
$47.6MGENERAL AMERN INVS CO INC COM