GA
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Geller Advisors’s Eaton ETN Stock Holding History

Geller Advisors’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
2024
Q4 		$571K Sell
1,720
-984
-36% -$345K 0.04% 118
2024
Q3 		$896K Buy
2,704
+1,084
+67% +$331K 0.06% 84
2024
Q2 		$508K Buy
1,620
+24
+2% +$7.75K 0.04% 138
2024
Q1 		$499K Sell
1,596
-641
-29% -$175K 0.04% 140
2023
Q4 		$539K Hold
2,237
– – 0.05% 117
2023
Q3 		$477K Sell
2,237
-15
-0.7% -$3.23K 0.06% 118
2023
Q2 		$453K Buy
+2,252
New +$396K 0.06% 131

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geller Advisors's ETN Position: Q4 2024 in Review

Geller Advisors reduced its Eaton (ETN) stake by 36% in Q4 2024, selling an estimated $345K and leaving 1,720 shares worth $571K. The position accounts for 0.04% of the portfolio, ranked #118.

Geller Advisors first reported a position in ETN in Q2 2023 and has held it in 7 quarters since. The position peaked at $896K in Q3 2024. 2,279 funds tracked by Wall St. Rank hold ETN as of Q4 2024.

  • Geller Advisors held 1,720 shares of Eaton worth $571K as of Q4 2024.
  • Geller Advisors sold 984 Eaton shares in Q4 2024, an estimated $345K.
  • Eaton made up 0.04% of Geller Advisors's portfolio in Q4 2024, its #118 holding.
  • Geller Advisors first reported a position in Eaton in Q2 2023 and has held it in 7 quarters since.
  • Geller Advisors's Eaton position peaked at $896K in Q3 2024.
  • 2,279 funds tracked by Wall St. Rank held Eaton as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.