CTWM
ETN icon

Cherry Tree Wealth Management’s Eaton ETN Stock Holding History

Cherry Tree Wealth Management’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 		$8.94K Hold
25
– – ﹤0.01% 438
2025
Q4 		$7.96K Sell
25
-15
-38% -$5.32K ﹤0.01% 449
2025
Q3 		$15K Hold
40
– – ﹤0.01% 367
2025
Q2 		$14.3K Sell
40
-12
-23% -$3.7K ﹤0.01% 370
2025
Q1 		$14.1K Hold
52
– – ﹤0.01% 382
2024
Q4 		$17.3K Hold
52
– – ﹤0.01% 358
2024
Q3 		$17.2K Hold
52
– – ﹤0.01% 360
2024
Q2 		$16.3K Hold
52
– – ﹤0.01% 348
2024
Q1 		$16.3K Sell
52
-16
-24% -$4.37K ﹤0.01% 336
2023
Q4 		$16.4K Hold
68
– – ﹤0.01% 317
2023
Q3 		$14.5K Buy
68
+25
+58% +$5.39K ﹤0.01% 310
2023
Q2 		$8.65K Buy
+43
New +$7.56K ﹤0.01% 346

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cherry Tree Wealth Management's ETN Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Eaton (ETN) position steady in Q1 2026 at 25 shares worth $8.94K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Cherry Tree Wealth Management first reported a position in ETN in Q2 2023 and has held it in 12 quarters since. The position peaked at $17.3K in Q4 2024. 2,522 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Cherry Tree Wealth Management held 25 shares of Eaton worth $8.94K as of Q1 2026.
  • Cherry Tree Wealth Management left its Eaton share count unchanged in Q1 2026.
  • Eaton made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #438 holding.
  • Cherry Tree Wealth Management first reported a position in Eaton in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Eaton position peaked at $17.3K in Q4 2024.
  • 2,522 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.