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Capital Group Private Client Services’s Eaton ETN Stock Holding History

Capital Group Private Client Services’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
-30,491
Closed -$10.9M – 286
2025
Q2 		$10.9M Sell
30,491
-776
-2% -$239K 0.09% 142
2025
Q1 		$8.5M Buy
+31,267
New +$9.74M 0.08% 150

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Group Private Client Services's ETN Position: Q3 2025 in Review

Capital Group Private Client Services sold out of Eaton (ETN) in Q3 2025, closing a stake of 30,491 shares — an estimated $10.9M sold.

Capital Group Private Client Services first reported a position in ETN in Q1 2025 and held it in 2 quarters. The position peaked at $10.9M in Q2 2025. 2,383 funds tracked by Wall St. Rank hold ETN as of Q3 2025.

  • Capital Group Private Client Services reported no remaining Eaton position as of Q3 2025 after selling out during the quarter.
  • Capital Group Private Client Services sold 30,491 Eaton shares in Q3 2025, an estimated $10.9M.
  • Capital Group Private Client Services first reported a position in Eaton in Q1 2025 and held it in 2 quarters.
  • Capital Group Private Client Services's Eaton position peaked at $10.9M in Q2 2025.
  • 2,383 funds tracked by Wall St. Rank held Eaton as of Q3 2025.

Based on Capital Group Private Client Services's 13F filing for Q3 2025, filed 13 Nov 2025.