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Decision Investments’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Decision Investments’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 		$186K Hold
19,744
– – 0.17% 117
2026
Q2 		$194K Sell
19,744
-120
-0.6% -$1.13K 0.18% 118
2026
Q1 		$172K Sell
19,864
-2,856
-13% -$26.8K 0.2% 105
2025
Q4 		$217K Buy
+22,720
New +$209K 0.24% 86

Other funds holding EXG

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Decision Investments's EXG Position: Q3 2026 in Review

Decision Investments held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q3 2026 at 19,744 shares worth $186K. The position accounts for 0.17% of the portfolio, ranked #117.

Decision Investments first reported a position in EXG in Q4 2025 and has held it in 4 quarters since. The position peaked at $217K in Q4 2025. 13 funds tracked by Wall St. Rank hold EXG as of Q3 2026.

  • Decision Investments held 19,744 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $186K as of Q3 2026.
  • Decision Investments left its Eaton Vance Tax-Managed Global Diversified Equity Income Fund share count unchanged in Q3 2026.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.17% of Decision Investments's portfolio in Q3 2026, its #117 holding.
  • Decision Investments first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2025 and has held it in 4 quarters since.
  • Decision Investments's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $217K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.