Stonegate Investment Group’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Stonegate Investment Group’s Portfolio IGD Stock Details IGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$59.3K	Hold	10,000	–	–	﹤0.01%	403
2025 Q2	$58K	Hold	10,000	–	–	﹤0.01%	400
2025 Q1	$57.7K	Hold	10,000	–	–	﹤0.01%	359
2024 Q4	$54.2K	Hold	10,000	–	–	﹤0.01%	352
2024 Q3	$56.4K	Hold	10,000	–	–	﹤0.01%	362
2024 Q2	$51.4K	Hold	10,000	–	–	﹤0.01%	352
2024 Q1	$53K	Hold	10,000	–	–	﹤0.01%	327
2023 Q4	$49.7K	Hold	10,000	–	–	﹤0.01%	304
2023 Q3	$49K	Hold	10,000	–	–	﹤0.01%	295
2023 Q2	$51.4K	Hold	10,000	–	–	﹤0.01%	307
2023 Q1	$51K	Hold	10,000	–	–	﹤0.01%	305
2022 Q4	$54.1K	Hold	10,000	–	–	﹤0.01%	300
2022 Q3	$50K	Hold	10,000	–	–	﹤0.01%	285
2022 Q2	$55K	Hold	10,000	–	–	﹤0.01%	285
2022 Q1	$59K	Hold	10,000	–	–	﹤0.01%	260
2021 Q4	$62K	Buy	+10,000	New	+$60.1K	﹤0.01%	260

Other funds holding IGD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

AAM

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

KIM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stonegate Investment Group's IGD Position: Q3 2025 in Review

Stonegate Investment Group held its Voya Global Equity Dividend and Premium Opportunity Fund (IGD) position steady in Q3 2025 at 10,000 shares worth $59.3K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Stonegate Investment Group first reported a position in IGD in Q4 2021 and has held it in 16 quarters since. The position peaked at $62K in Q4 2021. 83 funds tracked by Wall St. Rank hold IGD as of Q3 2025.

Stonegate Investment Group held 10,000 shares of Voya Global Equity Dividend and Premium Opportunity Fund worth $59.3K as of Q3 2025.
Stonegate Investment Group left its Voya Global Equity Dividend and Premium Opportunity Fund share count unchanged in Q3 2025.
Voya Global Equity Dividend and Premium Opportunity Fund made up ﹤0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #403 holding.
Stonegate Investment Group first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q4 2021 and has held it in 16 quarters since.
Stonegate Investment Group's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $62K in Q4 2021.
83 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.