A detailed history of Gen Wealth Partners Inc transactions in Calamos Convertible Opportunities & Income Fund stock. As of the latest transaction made, Gen Wealth Partners Inc holds 3,564 shares of CHI stock, worth $43,160. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,564
Previous 7,040 49.38%
Holding current value
$43,160
Previous $81.9 Million 49.42%
% of portfolio
0.02%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$10.91 - $12.02 $37,923 - $41,781
-3,476 Reduced 49.38%
3,564 $41.4 Million
Q1 2024

May 15, 2024

BUY
$10.04 - $11.54 $70,681 - $81,241
7,040 New
7,040 $79.9 Million

Others Institutions Holding CHI

About CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND


  • Ticker CHI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Calamos Convertible Opportunities and Income Fund is a closed ended fixed income mutual fund launched by Calamos Investments LLC. It is managed by Calamos Advisors LLC. The fund invests in the fixed income markets of the United States. It primarily invests in a diversified portfolio of convertible securities and high yield corporate bonds rated ...
More about CHI
Track This Portfolio

Track Gen Wealth Partners Inc Portfolio

Follow Gen Wealth Partners Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gen Wealth Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Partners Inc with notifications on news.