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Evergreen Wealth Solutions’s Eaton ETN Stock Holding History

Evergreen Wealth Solutions’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
Q2 		$265K Buy
+585
New +$236K 0.01% 449

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Bank of America
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Vanguard Portfolio Management
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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

Evergreen Wealth Solutions's ETN Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in Eaton (ETN) in Q2 2026: 585 shares worth $265K. The stake represents 0.01% of the portfolio and ranks #449 among its holdings.

2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Evergreen Wealth Solutions held 585 shares of Eaton worth $265K as of Q2 2026.
  • Eaton was a new Evergreen Wealth Solutions position in Q2 2026.
  • Eaton made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #449 holding.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.