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Gateway Wealth Partners, LLC

SEC CIK
0001966037
Latest filing
Aug 4, 2026

EXG holding history

Eaton Vance Tax-Managed Global Diversified Equity Income Fund in every 13F filed by Gateway Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXG overviewAll 13F holders of EXGFull Q2 2026 holdings

Shares (Q2 2026)
10,275
Value
$100.8K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of EXG by Gateway Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,275$100.8K<0.1%−10,275−50.0%ReducedHolders
Q1 202620,550$178.0K<0.1%+10,275+100.0%AddedHolders
Q4 202510,275$97.9K<0.1%00.0%UnchangedHolders
Q3 202510,275$93.5K<0.1%−1,660−13.9%ReducedHolders
Q2 202511,935$104.4K<0.1%00.0%UnchangedHolders
Q1 202511,935$97.2K<0.1%−20−0.2%ReducedHolders
Q4 202411,955$97.7K<0.1%−1,369−10.3%ReducedHolders
Q3 202413,324$116.2K<0.1%−3,481−20.7%ReducedHolders
Q2 202416,805$142.0K<0.1%−13,959−45.4%ReducedHolders
Q1 202430,764$251.0K0.1%−6,426−17.3%ReducedHolders
Q4 202337,190$287.1K0.1%+37,190NewHolders