CPG
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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
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% -$3.67K 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

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

Cornerstone Planning Group's ETN Position: Q1 2026 in Review

Cornerstone Planning Group increased its Eaton (ETN) stake by 10% in Q1 2026, buying an estimated $12.1K and bringing the position to 368 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #196.

Cornerstone Planning Group first reported a position in ETN in Q4 2022 and has held it in 13 quarters since. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Cornerstone Planning Group held 368 shares of Eaton worth $151K as of Q1 2026.
  • Cornerstone Planning Group bought 34 Eaton shares in Q1 2026, an estimated $12.1K.
  • Eaton made up 0.02% of Cornerstone Planning Group's portfolio in Q1 2026, its #196 holding.
  • Cornerstone Planning Group first reported a position in Eaton in Q4 2022 and has held it in 13 quarters since.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.