Cornerstone Planning Group
EXG icon

Cornerstone Planning Group’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Cornerstone Planning Group’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
2026
Q3 		– Sell
-2,883
Closed -$27.9K – 657
2026
Q2 		$27.9K Buy
2,883
+38
+1% +$356 ﹤0.01% 570
2026
Q1 		$26.8K Buy
2,845
+80
+3% +$751 ﹤0.01% 578
2025
Q4 		$26.7K Buy
2,765
+57
+2% +$524 ﹤0.01% 515
2025
Q3 		$24.8K Buy
2,708
+39
+1% +$346 ﹤0.01% 513
2025
Q2 		$23.2K Buy
2,669
+81
+3% +$670 ﹤0.01% 384
2025
Q1 		$20.2K Buy
2,588
+61
+2% +$510 ﹤0.01% 410
2024
Q4 		$21.4K Buy
2,527
+58
+2% +$490 0.01% 301
2024
Q3 		$20.8K Buy
2,469
+19
+0.8% +$160 0.01% 296
2024
Q2 		$19.3K Buy
+2,450
New +$20.1K 0.01% 319

Other funds holding EXG

CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
KMG Fiduciary Partners
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Post Resch Tallon Group
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
David J. Yvars Group
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Cornerstone Planning Group's EXG Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q3 2026, closing a stake of 2,883 shares — an estimated $27.9K sold.

Cornerstone Planning Group first reported a position in EXG in Q2 2024 and held it in 9 quarters. The position peaked at $27.9K in Q2 2026. 73 funds tracked by Wall St. Rank hold EXG as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 2,883 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2026, an estimated $27.9K.
  • Cornerstone Planning Group first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2024 and held it in 9 quarters.
  • Cornerstone Planning Group's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $27.9K in Q2 2026.
  • 73 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.