Meridian Wealth Management’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Meridian Wealth Management’s Portfolio BOE Stock Details BOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,900	Closed	-$129K	–	672
2025 Q1	$129K	Sell	11,900 -350	-3%	-$3.9K	0.01%	604
2024 Q4	$132K	Hold	12,250	–	–	0.01%	611
2024 Q3	$138K	Buy	+12,250	New	+$133K	0.01%	612
2024 Q2	–	Sell	-11,900	Closed	-$124K	–	317
2024 Q1	$124K	Hold	11,900	–	–	0.02%	195
2023 Q4	$118K	Sell	11,900 -11,900	-50%	-$114K	0.01%	577
2023 Q3	$224K	Buy	+23,800	New	+$236K	0.01%	500

Other funds holding BOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Meridian Wealth Management's BOE Position: Q2 2025 in Review

Meridian Wealth Management sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q2 2025, closing a stake of 11,900 shares — an estimated $129K sold.

Meridian Wealth Management first reported a position in BOE in Q3 2023 and held it in 6 quarters. The position peaked at $224K in Q3 2023. 103 funds tracked by Wall St. Rank hold BOE as of Q2 2025.

Meridian Wealth Management reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q2 2025 after selling out during the quarter.
Meridian Wealth Management sold 11,900 BlackRock Enhanced Global Dividend Trust shares in Q2 2025, an estimated $129K.
Meridian Wealth Management first reported a position in BlackRock Enhanced Global Dividend Trust in Q3 2023 and held it in 6 quarters.
Meridian Wealth Management's BlackRock Enhanced Global Dividend Trust position peaked at $224K in Q3 2023.
103 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q2 2025.

Based on Meridian Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.