Larson Financial Group’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Larson Financial Group’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	–	Sell	-1,550	Closed	-$15.2K	–	3913
2026 Q2	$15.2K	Buy	+1,550	New	+$14.5K	﹤0.01%	2163
2024 Q4	–	Sell	-9,000	Closed	-$78.5K	–	2817
2024 Q3	$78.5K	Buy	9,000 +6,263	+229%	+$52.7K	﹤0.01%	787
2024 Q2	$23.1K	Buy	+2,737	New	+$22.4K	﹤0.01%	1010

Other funds holding EXG

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return

Focused Wealth Management Newburgh, New York $1.17B AUM 16.89% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Marks Group Wealth Management Minnetonka, Minnesota $1.14B AUM 14.04% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Larson Financial Group's EXG Position: Q3 2026 in Review

Larson Financial Group sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q3 2026, closing a stake of 1,550 shares — an estimated $15.2K sold.

Larson Financial Group first reported a position in EXG in Q2 2024 and held it in 3 quarters. The position peaked at $78.5K in Q3 2024. 146 funds tracked by Wall St. Rank hold EXG as of Q3 2026.

Larson Financial Group reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q3 2026 after selling out during the quarter.
Larson Financial Group sold 1,550 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2026, an estimated $15.2K.
Larson Financial Group first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2024 and held it in 3 quarters.
Larson Financial Group's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $78.5K in Q3 2024.
146 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.