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WEALTH EFFECTS LLC → EXG

WEALTH EFFECTS LLC EXG Position History

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

Quarters held
15
Latest value
$451K
Q3 2026
Peak value
$733K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$733K
Q3 2025$521K
Q3 2025$469K
Q4 2025$696K
Q4 2025$525K
Q4 2025$458K
Q1 2026$618K
Q1 2026$501K
Q1 2026$415K
Q2 2026$665K
Q2 2026$546K
Q2 2026$471K
Q3 2026$639K
Q3 2026$549K
Q3 2026$451K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$451K48.0K——
Q3 2026$549K36.8K——
Q3 2026$639K45.5K——
Q2 2026$471K48.0K——
Q2 2026$546K36.7K——
Q2 2026$665K45.7K——
Q1 2026$415K48.0K——
Q1 2026$501K36.6K——
Q1 2026$618K44.8K——
Q4 2025$458K48.1K——
Q4 2025$525K36.5K——
Q4 2025$696K45.4K——
Q3 2025$469K51.6K——
Q3 2025$521K36.5K——
Q3 2025$733K46.1K——

Other funds holding EXG

Other WEALTH EFFECTS LLC positions

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NVDA

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NVDA

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NVDA

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AAPL

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