Cornerstone Planning Group
ETN icon

Cornerstone Planning Group’s Eaton ETN Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-385
Closed -$157K – 644
2026
Q2 		$157K Buy
385
+17
+5% +$6.86K 0.02% 196
2026
Q1 		$151K Buy
368
+34
+10% +$12.1K 0.02% 196
2025
Q4 		$116K Buy
334
+6
+2% +$2.13K 0.02% 196
2025
Q3 		$126K Buy
328
+28
+9% +$10.2K 0.02% 190
2025
Q2 		$107K Buy
300
+11
+4% +$3.39K 0.02% 131
2025
Q1 		$79.7K Buy
289
+128
+80% +$39.9K 0.02% 171
2024
Q4 		$50.2K Sell
161
-2
-1% -$702 0.01% 183
2024
Q3 		$56.3K Buy
163
+9
+6% +$2.75K 0.01% 178
2024
Q2 		$42K Sell
154
-12
-7% -$3.87K 0.01% 227
2024
Q1 		$53.2K Sell
166
-24
-13% -$6.56K 0.02% 167
2023
Q4 		$45.8K Buy
190
+26
+16% +$5.74K 0.02% 194
2023
Q3 		$35K Sell
164
-17
-9% -$3.66K 0.01% 226
2023
Q2 		$36.4K Buy
+181
New +$31.8K 0.01% 304
2022
Q4 		$32K Buy
+211
New +$32.3K 0.01% 339

Other funds holding ETN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cornerstone Planning Group's ETN Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Eaton (ETN) in Q3 2026, closing a stake of 385 shares — an estimated $157K sold.

Cornerstone Planning Group first reported a position in ETN in Q4 2022 and held it in 14 quarters. The position peaked at $157K in Q2 2026. 1,908 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Eaton position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 385 Eaton shares in Q3 2026, an estimated $157K.
  • Cornerstone Planning Group first reported a position in Eaton in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Eaton position peaked at $157K in Q2 2026.
  • 1,908 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.