Elevation Wealth Partners’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Elevation Wealth Partners’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	$14.1K	Hold	1,500	–	–	﹤0.01%	775
2026 Q2	$14.7K	Hold	1,500	–	–	﹤0.01%	682
2026 Q1	$13K	Hold	1,500	–	–	﹤0.01%	462
2025 Q4	$14.3K	Hold	1,500	–	–	0.01%	432
2025 Q3	$13.6K	Hold	1,500	–	–	﹤0.01%	364
2025 Q2	$13.1K	Hold	1,500	–	–	0.01%	349
2025 Q1	$12.2K	Hold	1,500	–	–	0.01%	355
2024 Q4	$12.3K	Buy	+1,500	New	+$12.7K	0.01%	356

Other funds holding EXG

Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return

Focused Wealth Management Newburgh, New York $1.17B AUM 16.89% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

High Net Worth Advisory Group Naples, Florida $476M AUM 15.5% 1-Year Est. Return

Elevation Wealth Partners's EXG Position: Q3 2026 in Review

Elevation Wealth Partners held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q3 2026 at 1,500 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Elevation Wealth Partners first reported a position in EXG in Q4 2024 and has held it in 8 quarters since. The position peaked at $14.7K in Q2 2026. 124 funds tracked by Wall St. Rank hold EXG as of Q3 2026.

Elevation Wealth Partners held 1,500 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $14.1K as of Q3 2026.
Elevation Wealth Partners 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 ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #775 holding.
Elevation Wealth Partners first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2024 and has held it in 8 quarters since.
Elevation Wealth Partners's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $14.7K in Q2 2026.
124 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.