GWP
EVV

Gen-Wealth Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Gen-Wealth Partners’s Portfolio EVV Stock Details EVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-500
Closed -$4.99K – 647
2025
Q1 		$4.99K Hold
500
– – ﹤0.01% 497
2024
Q4 		$4.88K Hold
500
– – ﹤0.01% 528
2024
Q3 		$5.14K Hold
500
– – ﹤0.01% 539
2024
Q2 		$4.87K Hold
500
– – ﹤0.01% 519
2024
Q1 		$4.88K Buy
+500
New +$4.89K ﹤0.01% 508

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gen-Wealth Partners's EVV Position: Q2 2025 in Review

Gen-Wealth Partners sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2025, closing a stake of 500 shares — an estimated $4.99K sold.

Gen-Wealth Partners first reported a position in EVV in Q1 2024 and held it in 5 quarters. The position peaked at $5.14K in Q3 2024. 146 funds tracked by Wall St. Rank hold EVV as of Q2 2025.

  • Gen-Wealth Partners reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 500 Eaton Vance Limited Duration Income Fund shares in Q2 2025, an estimated $4.99K.
  • Gen-Wealth Partners first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2024 and held it in 5 quarters.
  • Gen-Wealth Partners's Eaton Vance Limited Duration Income Fund position peaked at $5.14K in Q3 2024.
  • 146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2025.

Based on Gen-Wealth Partners's 13F filing for Q2 2025, filed 14 Aug 2025.