WealthBridge Capital Management, LLC
Position in EXG — Eaton Vance Tax-Managed Global Diversified Equity Income Fund
CIK 1767313
WESTERVILLE, OH
Position in EXG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$163,405
+$19,156 QoQ
Shares Held
16,657
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#168
of 296 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WealthBridge Capital Management, LLC holds $11,195,347 across 18 Asset Management names. EXG ranks #18 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
191,230 | $4,350,482 | |
| 2 | VBF |
Invesco Bond Fund
|
125,586 | $1,903,883 | |
| 3 | PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
|
27,269 | $548,924 | |
| 4 | IVZ |
Invesco Ltd.
|
18,030 | $475,811 | |
| 5 | CEF |
Sprott Physical Gold & Silver Trust
|
10,358 | $416,702 | |
| 6 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
12,942 | $357,069 | |
| 7 | RNP |
Cohen & Steers REIT & Preferred & Income Fund Inc
|
17,050 | $346,115 | |
| 8 | MQY |
Blackrock Muniyield Quality Fund, Inc.
|
28,000 | $324,800 |
All Filings in EXG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,405 | 16,657 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $144,249 | 16,657 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $158,741 | 16,657 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $157,038 | 17,257 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $150,998 | 17,257 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $140,471 | 17,257 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $140,989 | 17,257 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $150,481 | 17,257 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $145,821 | 17,257 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $137,496 | 16,850 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $126,499 | 16,386 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $118,089 | 16,023 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $124,272 | 15,691 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $119,969 | 15,361 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $113,514 | 15,035 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $104,653 | 14,435 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $111,293 | 14,435 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $137,017 | 14,111 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $147,470 | 13,821 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $135,334 | 13,547 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $135,660 | 13,300 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $121,374 | 13,051 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $112,089 | 12,781 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $91,838 | 12,478 | Shares | Sole | 2020-11-13 | |
| 2020-03-31 | $78,123 | 12,245 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||