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Financial Gravity Companies’s Eaton ETN Stock Holding History

Financial Gravity Companies’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
Q2 		$5.71K Buy
+16
New +$4.93K ﹤0.01% 667
2024
Q4 		$5.31K Buy
16
+15
+1,500% +$5.26K ﹤0.01% 671
2024
Q3 		$331 Buy
+1
New +$306 ﹤0.01% 614
2018
Q4 		$347K Buy
+4,532
New +$339K 0.32% 43
2018
Q1 		$280K Sell
3,838
-185
-5% -$15.2K 0.29% 58
2017
Q4 		$338K Buy
+4,023
New +$313K 0.39% 39

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Gravity Companies's ETN Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Eaton (ETN) in Q2 2025: 16 shares worth $5.71K. The stake represents ﹤0.01% of the portfolio and ranks #667 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ETN as recently as Q4 2024.

Financial Gravity Companies first reported a position in ETN in Q4 2017 and has held it in 6 quarters since. The position peaked at $347K in Q4 2018. 2,321 funds tracked by Wall St. Rank hold ETN as of Q2 2025.

  • Financial Gravity Companies held 16 shares of Eaton worth $5.71K as of Q2 2025.
  • Eaton was a new Financial Gravity Companies position in Q2 2025.
  • Eaton made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #667 holding.
  • Financial Gravity Companies first reported a position in Eaton in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Eaton position peaked at $347K in Q4 2018.
  • 2,321 funds tracked by Wall St. Rank held Eaton as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.