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Retirement Planning Group, LLC → CGO
Retirement Planning Group, LLC CGO Position History
Calamos Global Total Return Fund • Financial Services
Quarters held
4
Latest value
$145K
Q3 2026
Peak value
$214K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $128K |
| Q1 2026 | $202K |
| Q2 2026 | $214K |
| Q3 2026 | $145K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $145K | 11.3K | — | — |
| Q2 2026 | $214K | 15.7K | — | — |
| Q1 2026 | $202K | 18.1K | — | — |
| Q4 2025 | $128K | 11.3K | — | — |