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Gen-Wealth Partners’s Eaton ETN Stock Holding History

Gen-Wealth Partners’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 		$232K Buy
650
+43
+7% +$15.3K 0.07% 237
2025
Q4 		$193K Hold
607
– – 0.06% 263
2025
Q3 		$227K Hold
607
– – 0.08% 229
2025
Q2 		$217K Hold
607
– – 0.08% 212
2025
Q1 		$165K Sell
607
-389
-39% -$121K 0.07% 228
2024
Q4 		$331K Hold
996
– – 0.14% 154
2024
Q3 		$341K Sell
996
-204
-17% -$62.3K 0.15% 158
2024
Q2 		$376K Buy
1,200
+593
+98% +$191K 0.18% 142
2024
Q1 		$190K Buy
+607
New +$166K 0.09% 209

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

Gen-Wealth Partners's ETN Position: Q1 2026 in Review

Gen-Wealth Partners increased its Eaton (ETN) stake by 7.1% in Q1 2026, buying an estimated $15.3K and bringing the position to 650 shares worth $232K. The position accounts for 0.07% of the portfolio, ranked #237.

Gen-Wealth Partners first reported a position in ETN in Q1 2024 and has held it in 9 quarters since. The position peaked at $376K in Q2 2024. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Gen-Wealth Partners held 650 shares of Eaton worth $232K as of Q1 2026.
  • Gen-Wealth Partners bought 43 Eaton shares in Q1 2026, an estimated $15.3K.
  • Eaton made up 0.07% of Gen-Wealth Partners's portfolio in Q1 2026, its #237 holding.
  • Gen-Wealth Partners first reported a position in Eaton in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Eaton position peaked at $376K in Q2 2024.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.