GDO — WESTERN ASSET GLOBAL CP DEFINE COM

Ownership history in Sowell Financial Services LLC  ·  20 quarters on record

AI Ownership Summary

Sowell Financial Services LLC reported WESTERN ASSET GLOBAL CP DEFINE COM (GDO) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.05% in 2023 Q4. The latest visible filing shows GDO at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GDO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sowell Financial Services LLC's position in WESTERN ASSET GLOBAL CP DEFINE COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GDO was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GDO stock page Sowell Financial Services LLC fund profile Sowell Financial Services LLC full holdings
How Sowell Financial Services LLC held GDO — position size vs. price
% of Fund (quarterly)    GDO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 60,435 — 0% 0.03% $714K 2026-02-14 (Est.) $11.28
2025 Q3 REDUCED 60,435 -415 -0.7% 0.03% $718K 2025-10-17 $11.05
2025 Q2 REDUCED 60,850 -3,500 -5.4% 0.03% $718K 2025-07-14 $10.65
2025 Q1 UNCHANGED 64,350 — 0% 0.03% $745K 2025-04-17 $9.81
2024 Q4 UNCHANGED 64,350 — 0% 0.04% $729K 2025-02-07 $9.84
2024 Q3 UNCHANGED 64,350 — 0% 0.04% $836K 2024-10-04 $10.42
2024 Q2 UNCHANGED 64,350 — 0% 0.04% $794K 2024-08-13 $10.25
2024 Q1 REDUCED 64,350 -1,600 -2.4% 0.04% $810K 2024-05-03 $9.51
2023 Q4 ADDED 65,950 +1,200 +1.9% 0.05% $842K 2024-01-24 $9.56
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GDO

As of 2025 Q4 — sorted by position size

Smith Asset Management Co., LLC 1.13% Shaker Financial Services, LLC 3Y 7Y 0.36% 1607 Capital Partners, LLC 3Y 7Y 0.06% Dynamic Advisor Solutions LLC 3Y 7Y 0.02% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.01% GUGGENHEIM CAPITAL LLC 3Y 7Y 0.01% Fiera Capital Corp 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% HIGHLINE WEALTH PARTNERS LLC 0.0% Cerity Partners LLC 3Y 7Y 0.0%

FAQ About Sowell Financial Services LLC and GDO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sowell Financial Services LLC reported owning GDO?

Sowell Financial Services LLC reported GDO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GDO position in Sowell Financial Services LLC's portfolio?

The largest reported portfolio weight for GDO was 0.05% in 2023 Q4.

What is the latest reported GDO position on this page?

The most recent filing on this page is 2025 Q4, when Sowell Financial Services LLC reported 60,435 shares, equal to 0.03% of portfolio, with an estimated market value of $714K.

What does the chart on this GDO ownership page compare?

The chart compares Sowell Financial Services LLC's quarterly GDO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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