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Capasso Planning Partners’s Eaton ETN Stock Holding History

Capasso Planning 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
2025
Q3 		– Sell
-628
Closed -$224K – 72
2025
Q2 		$224K Buy
+628
New +$193K 0.13% 77
2025
Q1 		– Sell
-693
Closed -$230K – 101
2024
Q4 		$230K Sell
693
-15
-2% -$5.26K 0.09% 95
2024
Q3 		$235K Sell
708
-4
-0.6% -$1.22K 0.07% 138
2024
Q2 		$223K Buy
+712
New +$230K 0.07% 132

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Bank of America
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capasso Planning Partners's ETN Position: Q3 2025 in Review

Capasso Planning Partners sold out of Eaton (ETN) in Q3 2025, closing a stake of 628 shares — an estimated $224K sold.

Capasso Planning Partners first reported a position in ETN in Q2 2024 and held it in 4 quarters. The position peaked at $235K in Q3 2024. 2,388 funds tracked by Wall St. Rank hold ETN as of Q3 2025.

  • Capasso Planning Partners reported no remaining Eaton position as of Q3 2025 after selling out during the quarter.
  • Capasso Planning Partners sold 628 Eaton shares in Q3 2025, an estimated $224K.
  • Capasso Planning Partners first reported a position in Eaton in Q2 2024 and held it in 4 quarters.
  • Capasso Planning Partners's Eaton position peaked at $235K in Q3 2024.
  • 2,388 funds tracked by Wall St. Rank held Eaton as of Q3 2025.

Based on Capasso Planning Partners's 13F filing for Q3 2025, filed 12 Nov 2025.