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

Gateway 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 Q2	$101K	Sell	10,275 -10,275	-50%	-$96.3K	0.01%	748
2026 Q1	$178K	Buy	20,550 +10,275	+100%	+$96.5K	0.01%	910
2025 Q4	$97.9K	Hold	10,275	–	–	0.01%	456
2025 Q3	$93.5K	Sell	10,275 -1,660	-14%	-$14.7K	0.01%	408
2025 Q2	$104K	Hold	11,935	–	–	0.02%	355
2025 Q1	$97.2K	Sell	11,935 -20	-0.2%	-$167	0.02%	309
2024 Q4	$97.7K	Sell	11,955 -1,369	-10%	-$11.6K	0.03%	292
2024 Q3	$116K	Sell	13,324 -3,481	-21%	-$29.3K	0.03%	272
2024 Q2	$142K	Sell	16,805 -13,959	-45%	-$114K	0.04%	260
2024 Q1	$251K	Sell	30,764 -6,426	-17%	-$50.7K	0.09%	194
2023 Q4	$287K	Buy	+37,190	New	+$276K	0.12%	162

Other funds holding EXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Gateway Wealth Partners's EXG Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 50% in Q2 2026, selling an estimated $96.3K and leaving 10,275 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #748.

Gateway Wealth Partners first reported a position in EXG in Q4 2023 and has held it in 11 quarters since. The position peaked at $287K in Q4 2023. 295 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Gateway Wealth Partners held 10,275 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $101K as of Q2 2026.
Gateway Wealth Partners sold 10,275 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $96.3K.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.01% of Gateway Wealth Partners's portfolio in Q2 2026, its #748 holding.
Gateway Wealth Partners first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2023 and has held it in 11 quarters since.
Gateway Wealth Partners's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $287K in Q4 2023.
295 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.