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Balboa Wealth Partners’s Eaton ETN Stock Holding History

Balboa Wealth Partners’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$687K Buy
1,920
+30
+2% +$10.7K 0.12% 154
2025
Q4 		$602K Sell
1,890
-157
-8% -$55.6K 0.1% 163
2025
Q3 		$766K Buy
2,047
+138
+7% +$50.2K 0.13% 124
2025
Q2 		$681K Buy
1,909
+169
+10% +$52K 0.14% 125
2025
Q1 		$473K Buy
1,740
+65
+4% +$20.2K 0.11% 138
2024
Q4 		$556K Sell
1,675
-224
-12% -$78.6K 0.13% 132
2024
Q3 		$629K Sell
1,899
-58
-3% -$17.7K 0.16% 118
2024
Q2 		$614K Buy
1,957
+459
+31% +$148K 0.16% 112
2024
Q1 		$468K Buy
1,498
+319
+27% +$87.2K 0.14% 122
2023
Q4 		$284K Sell
1,179
-347
-23% -$76.6K 0.09% 169
2023
Q3 		$325K Sell
1,526
-79
-5% -$17K 0.12% 142
2023
Q2 		$323K Buy
1,605
+404
+34% +$71.1K 0.11% 150
2023
Q1 		$206K Buy
+1,201
New +$200K 0.08% 226

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Balboa Wealth Partners's ETN Position: Q1 2026 in Review

Balboa Wealth Partners increased its Eaton (ETN) stake by 1.6% in Q1 2026, buying an estimated $10.7K and bringing the position to 1,920 shares worth $687K. The position accounts for 0.12% of the portfolio, ranked #154.

Balboa Wealth Partners first reported a position in ETN in Q1 2023 and has held it in 13 quarters since. The position peaked at $766K in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Balboa Wealth Partners held 1,920 shares of Eaton worth $687K as of Q1 2026.
  • Balboa Wealth Partners bought 30 Eaton shares in Q1 2026, an estimated $10.7K.
  • Eaton made up 0.12% of Balboa Wealth Partners's portfolio in Q1 2026, its #154 holding.
  • Balboa Wealth Partners first reported a position in Eaton in Q1 2023 and has held it in 13 quarters since.
  • Balboa Wealth Partners's Eaton position peaked at $766K in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.