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

GAMMA Investing’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 Q2	$9.19K	Sell	937 -16	-2%	-$150	﹤0.01%	3253
2026 Q1	$8.25K	Sell	953 -312	-25%	-$2.93K	﹤0.01%	3174
2025 Q4	$12.1K	Hold	1,265	–	–	﹤0.01%	2887
2025 Q3	$11.5K	Hold	1,265	–	–	﹤0.01%	2816
2025 Q2	$11.1K	Sell	1,265 -95	-7%	-$786	﹤0.01%	2754
2025 Q1	$11.1K	Buy	1,360 +1,023	+304%	+$8.56K	﹤0.01%	2704
2024 Q4	$2.75K	Buy	+337	New	+$2.85K	﹤0.01%	3121

Other funds holding EXG

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return