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Gen-Wealth Partners’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Gen-Wealth Partners’s Portfolio ETY Stock Details ETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-850
Closed -$13K – 735
2025
Q4 		$13K Hold
850
– – ﹤0.01% 501
2025
Q3 		$13.5K Hold
850
– – ﹤0.01% 495
2025
Q2 		$13.2K Hold
850
– – 0.01% 440
2025
Q1 		$12.1K Hold
850
– – 0.01% 427
2024
Q4 		$12.7K Hold
850
– – 0.01% 451
2024
Q3 		$12.5K Hold
850
– – 0.01% 471
2024
Q2 		$11.9K Hold
850
– – 0.01% 456
2024
Q1 		$11.4K Buy
+850
New +$10.8K 0.01% 449

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gen-Wealth Partners's ETY Position: Q1 2026 in Review

Gen-Wealth Partners sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2026, closing a stake of 850 shares — an estimated $13K sold.

Gen-Wealth Partners first reported a position in ETY in Q1 2024 and held it in 8 quarters. The position peaked at $13.5K in Q3 2025. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

  • Gen-Wealth Partners reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2026 after selling out during the quarter.
  • Gen-Wealth Partners sold 850 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $13K.
  • Gen-Wealth Partners first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2024 and held it in 8 quarters.
  • Gen-Wealth Partners's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $13.5K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.