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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
Q2 		$277K Hold
650
– – 0.08% 209
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Gen-Wealth Partners's ETN Position: Q2 2026 in Review

Gen-Wealth Partners held its Eaton (ETN) position steady in Q2 2026 at 650 shares worth $277K. The position accounts for 0.08% of the portfolio, ranked #209.

Gen-Wealth Partners first reported a position in ETN in Q1 2024 and has held it in 10 quarters since. The position peaked at $376K in Q2 2024. 2,677 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Gen-Wealth Partners held 650 shares of Eaton worth $277K as of Q2 2026.
  • Gen-Wealth Partners left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.08% of Gen-Wealth Partners's portfolio in Q2 2026, its #209 holding.
  • Gen-Wealth Partners first reported a position in Eaton in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Eaton position peaked at $376K in Q2 2024.
  • 2,677 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.