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Equibles

Cornerstone Planning Group LLC

Position in EXG — Eaton Vance Tax-Managed Global Diversified Equity Income Fund

CIK 1822587 FAIRFIELD, NJ
Back to EXG Full portfolio

Position in EXG

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$28,282
+$3,645 QoQ
Shares Held
2,883
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#239
of 298 holders
Holding Since
Jun 2024
9 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, 2026

Cornerstone Planning Group LLC holds $1,066,727 across 35 Asset Management names. EXG ranks #12 (2.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMP
Ameriprise Financial Inc
 515 $236,261
2 BLK
BlackRock, Inc.
 132 $126,925
3 KKR
KKR & Co. Inc.
 1,032 $94,716
4 EQH
Equitable Holdings, Inc.
 1,693 $74,288
5 APO
Apollo Global Management, Inc.
 594 $70,276
6 EOS
Eaton Vance Enhanced Equity Income Fund II
 2,751 $60,632
7 RJF
Raymond James Financial Inc
 314 $47,737
8 NEA
Nuveen AMT-Free Quality Municipal Income Fund
 3,729 $43,778

All Filings in EXG

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $28,282 2,883
2026-03-31 $24,637 2,845
2025-12-31 $26,350 2,765
2025-09-30 $24,642 2,708
2025-06-30 $23,353 2,669
2025-03-31 $21,066 2,588
2024-12-31 $20,645 2,527
2024-09-30 $21,529 2,469
2024-06-30 $20,702 2,450