JGP Wealth Management
EXG icon

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

JGP Wealth Management’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
Q3 		$494K Hold
52,500
– – 0.04% 159
2026
Q2 		$515K Hold
52,500
– – 0.05% 151
2026
Q1 		$455K Hold
52,500
– – 0.05% 150
2025
Q4 		$500K Buy
+52,500
New +$483K 0.05% 152

Other funds holding EXG

CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
KMG Fiduciary Partners
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
High Net Worth Advisory Group
High Net Worth Advisory Group Naples, Florida $476M AUM 15.5% 1-Year Est. Return
DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Post Resch Tallon Group
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
David J. Yvars Group
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
Investmark Advisory Group
Investmark Advisory Group Shelton, Connecticut $308M AUM 15.77% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

JGP Wealth Management's EXG Position: Q3 2026 in Review

JGP Wealth Management held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q3 2026 at 52,500 shares worth $494K. The position accounts for 0.04% of the portfolio, ranked #159.

JGP Wealth Management first reported a position in EXG in Q4 2025 and has held it in 4 quarters since. The position peaked at $515K in Q2 2026. 87 funds tracked by Wall St. Rank hold EXG as of Q3 2026.

  • JGP Wealth Management held 52,500 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $494K as of Q3 2026.
  • JGP Wealth Management left its Eaton Vance Tax-Managed Global Diversified Equity Income Fund share count unchanged in Q3 2026.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.04% of JGP Wealth Management's portfolio in Q3 2026, its #159 holding.
  • JGP Wealth Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2025 and has held it in 4 quarters since.
  • JGP Wealth Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $515K in Q2 2026.
  • 87 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.