WealthBridge Capital Management
EXG icon

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

WealthBridge Capital 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 		$157K Hold
16,657
– – 0.03% 248
2026
Q2 		$163K Hold
16,657
– – 0.03% 233
2026
Q1 		$144K Hold
16,657
– – 0.03% 219
2025
Q4 		$159K Sell
16,657
-600
-3% -$5.52K 0.04% 205
2025
Q3 		$157K Hold
17,257
– – 0.04% 209
2025
Q2 		$151K Hold
17,257
– – 0.04% 206
2025
Q1 		$140K Hold
17,257
– – 0.04% 199
2024
Q4 		$141K Hold
17,257
– – 0.04% 197
2024
Q3 		$150K Hold
17,257
– – 0.04% 206
2024
Q2 		$146K Buy
17,257
+407
+2% +$3.34K 0.05% 184
2024
Q1 		$137K Buy
16,850
+464
+3% +$3.66K 0.05% 189
2023
Q4 		$127K Buy
16,386
+363
+2% +$2.7K 0.05% 178
2023
Q3 		$118K Buy
16,023
+332
+2% +$2.59K 0.05% 174
2023
Q2 		$124K Buy
15,691
+330
+2% +$2.58K 0.05% 179
2023
Q1 		$120K Buy
15,361
+326
+2% +$2.52K 0.05% 188
2022
Q4 		$114K Buy
15,035
+600
+4% +$4.59K 0.05% 193
2022
Q3 		$111K Hold
14,435
– – 0.05% 195
2022
Q2 		$111K Buy
14,435
+324
+2% +$2.79K 0.05% 195
2022
Q1 		$137K Buy
14,111
+290
+2% +$2.81K 0.05% 183
2021
Q4 		$147K Buy
13,821
+274
+2% +$2.86K 0.05% 166
2021
Q3 		$135K Buy
13,547
+247
+2% +$2.57K 0.05% 168
2021
Q2 		$136K Buy
13,300
+249
+2% +$2.45K 0.05% 162
2021
Q1 		$121K Buy
13,051
+270
+2% +$2.42K 0.05% 156
2020
Q4 		$112K Buy
12,781
+303
+2% +$2.45K 0.05% 146
2020
Q3 		$92K Buy
+12,478
New +$94.8K 0.05% 130
2020
Q2 		– Sell
-12,245
Closed -$78K – 122
2020
Q1 		$78K Buy
12,245
+254
+2% +$2.04K 0.05% 114
2019
Q4 		$105K Buy
11,991
+250
+2% +$2.13K 0.07% 124
2019
Q3 		$97K Buy
11,741
+86
+0.7% +$704 0.07% 121
2019
Q2 		$87K Hold
11,655
– – 0.08% 110
2019
Q1 		$95K Hold
11,655
– – 0.06% 198
2018
Q4 		$87K Buy
+11,655
New +$99.2K 0.07% 177

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

WealthBridge Capital Management's EXG Position: Q3 2026 in Review

WealthBridge Capital Management held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q3 2026 at 16,657 shares worth $157K. The position accounts for 0.03% of the portfolio, ranked #248.

WealthBridge Capital Management first reported a position in EXG in Q4 2018 and has held it in 31 quarters since. The position peaked at $163K in Q2 2026. 250 funds tracked by Wall St. Rank hold EXG as of Q3 2026.

  • WealthBridge Capital Management held 16,657 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $157K as of Q3 2026.
  • WealthBridge Capital 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 0.03% of WealthBridge Capital Management's portfolio in Q3 2026, its #248 holding.
  • WealthBridge Capital Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2018 and has held it in 31 quarters since.
  • WealthBridge Capital Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $163K in Q2 2026.
  • 250 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.