Beacon Capital Management LLC (Tennessee)’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio EXG Stock Details EXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-305	Closed	-$2.67K	–	408
2025 Q2	$2.67K	Buy	305 +7	+2%	+$58	﹤0.01%	856
2025 Q1	$2.42K	Buy	298 +7	+2%	+$59	﹤0.01%	898
2024 Q4	$2.38K	Buy	291 +7	+2%	+$59	﹤0.01%	866
2024 Q3	$2.48K	Buy	284 +5	+2%	+$42	﹤0.01%	951
2024 Q2	$2.35K	Buy	279 +7	+3%	+$57	﹤0.01%	836
2024 Q1	$2.22K	Buy	+272	New	+$2.15K	﹤0.01%	859
2023 Q2	–	Sell	-100	Closed	-$781	–	1032
2023 Q1	$781	Hold	100	–	–	﹤0.01%	856
2022 Q4	$755	Sell	100 -122	-55%	-$934	﹤0.01%	906
2022 Q3	$2K	Hold	222	–	–	﹤0.01%	720
2022 Q2	$2K	Hold	222	–	–	﹤0.01%	776
2022 Q1	$2K	Buy	+222	New	+$2.15K	﹤0.01%	777

Other funds holding EXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s EXG Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q3 2025, closing a stake of 305 shares — an estimated $2.67K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in EXG in Q1 2022 and held it in 11 quarters. The position peaked at $2.67K in Q2 2025. 266 funds tracked by Wall St. Rank hold EXG as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 305 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2025, an estimated $2.67K.
Beacon Capital Management LLC (Tennessee) first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2022 and held it in 11 quarters.
Beacon Capital Management LLC (Tennessee)'s Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $2.67K in Q2 2025.
266 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.