Pinnacle Wealth Planning Services’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Pinnacle Wealth Planning Services’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	$4.91K	Hold	500	–	–	﹤0.01%	2297
2026 Q1	$4.33K	Hold	500	–	–	﹤0.01%	2291
2025 Q4	$4.76K	Buy	+500	New	+$4.6K	﹤0.01%	2293

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

Pinnacle Wealth Planning Services's EXG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q2 2026 at 500 shares worth $4.91K. The position accounts for ﹤0.01% of the portfolio, ranked #2297.

Pinnacle Wealth Planning Services first reported a position in EXG in Q4 2025 and has held it in 3 quarters since. 297 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Pinnacle Wealth Planning Services held 500 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $4.91K as of Q2 2026.
Pinnacle Wealth Planning Services 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 ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2297 holding.
Pinnacle Wealth Planning Services first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2025 and has held it in 3 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 Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.