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Garden State Investment Advisory Services’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Garden State Investment Advisory Services’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 		$234K Sell
23,901
-7,712
-24% -$72.3K 0.04% 291
2026
Q1 		$274K Buy
31,613
+1,239
+4% +$11.6K 0.06% 240
2025
Q4 		$289K Sell
30,374
-746
-2% -$6.86K 0.06% 235
2025
Q3 		$283K Sell
31,120
-536
-2% -$4.75K 0.06% 234
2025
Q2 		$277K Buy
31,656
+71
+0.2% +$588 0.07% 233
2025
Q1 		$257K Sell
31,585
-3,246
-9% -$27.2K 0.08% 202
2024
Q4 		$285K Sell
34,831
-3,470
-9% -$29.3K 0.08% 191
2024
Q3 		$334K Buy
38,301
+187
+0.5% +$1.57K 0.11% 161
2024
Q2 		$322K Buy
38,114
+88
+0.2% +$721 0.11% 159
2024
Q1 		$308K Sell
38,026
-1,391
-4% -$11K 0.11% 171
2023
Q4 		$304K Buy
39,417
+2,518
+7% +$18.7K 0.12% 158
2023
Q3 		$272K Buy
36,899
+3,045
+9% +$23.7K 0.13% 146
2023
Q2 		$268K Buy
33,854
+3,046
+10% +$23.8K 0.11% 154
2023
Q1 		$241K Buy
30,808
+37
+0.1% +$286 0.1% 161
2022
Q4 		$232K Buy
+30,771
New +$236K 0.14% 155

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Garden State Investment Advisory Services's EXG Position: Q2 2026 in Review

Garden State Investment Advisory Services reduced its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 24% in Q2 2026, selling an estimated $72.3K and leaving 23,901 shares worth $234K. The position accounts for 0.04% of the portfolio, ranked #291.

Garden State Investment Advisory Services first reported a position in EXG in Q4 2022 and has held it in 15 quarters since. The position peaked at $334K in Q3 2024. 297 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

  • Garden State Investment Advisory Services held 23,901 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $234K as of Q2 2026.
  • Garden State Investment Advisory Services sold 7,712 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $72.3K.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.04% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #291 holding.
  • Garden State Investment Advisory Services first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2022 and has held it in 15 quarters since.
  • Garden State Investment Advisory Services's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $334K in Q3 2024.
  • 297 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.