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

Gen-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	$76.5K	Hold	7,800	–	–	0.02%	358
2026 Q1	$67.5K	Hold	7,800	–	–	0.02%	368
2025 Q4	$74.3K	Hold	7,800	–	–	0.02%	355
2025 Q3	$71K	Hold	7,800	–	–	0.02%	361
2025 Q2	$68.3K	Hold	7,800	–	–	0.03%	317
2025 Q1	$63.5K	Hold	7,800	–	–	0.03%	318
2024 Q4	$63.7K	Hold	7,800	–	–	0.03%	342
2024 Q3	$65.6K	Hold	7,800	–	–	0.03%	358
2024 Q2	$65.9K	Hold	7,800	–	–	0.03%	352
2024 Q1	$63.6K	Buy	+7,800	New	+$61.6K	0.03%	353

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

Gen-Wealth Partners's EXG Position: Q2 2026 in Review

Gen-Wealth Partners held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q2 2026 at 7,800 shares worth $76.5K. The position accounts for 0.02% of the portfolio, ranked #358.

Gen-Wealth Partners first reported a position in EXG in Q1 2024 and has held it in 10 quarters since. 297 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Gen-Wealth Partners held 7,800 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $76.5K as of Q2 2026.
Gen-Wealth Partners left its Eaton Vance Tax-Managed Global Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.02% of Gen-Wealth Partners's portfolio in Q2 2026, its #358 holding.
Gen-Wealth Partners first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2024 and has held it in 10 quarters since.
297 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.