Geneos Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
5,820
-2,443
| -30% | -$872K | 0.05% | 362 |
|
|
2025
Q1 | $2.51M | Buy |
8,263
+5,631
| +214% | +$1.71M | 0.04% | 435 |
|
|
2024
Q4 | $873K | Sell |
2,632
-56
| -2% | -$18.6K | 0.03% | 449 |
|
|
2024
Q3 | $891K | Buy |
2,688
+686
| +34% | +$227K | 0.03% | 432 |
|
|
2024
Q2 | $628K | Buy |
2,002
+140
| +8% | +$43.9K | 0.03% | 448 |
|
|
2024
Q1 | $582K | Buy |
1,862
+172
| +10% | +$53.8K | 0.03% | 459 |
|
|
2023
Q4 | $407K | Sell |
1,690
-604
| -26% | -$145K | 0.02% | 530 |
|
|
2023
Q3 | $489K | Sell |
2,294
-98
| -4% | -$20.9K | 0.03% | 472 |
|
|
2023
Q2 | $481K | Buy |
2,392
+68
| +3% | +$13.7K | 0.03% | 470 |
|
|
2023
Q1 | $398K | Sell |
2,324
-25
| -1% | -$4.28K | 0.02% | 487 |
|
|
2022
Q4 | $369K | Buy |
2,349
+269
| +13% | +$42.2K | 0.02% | 479 |
|
|
2022
Q3 | $277K | Sell |
2,080
-1,774
| -46% | -$236K | 0.02% | 515 |
|
|
2022
Q2 | $490K | Buy |
3,854
+268
| +7% | +$34.1K | 0.02% | 500 |
|
|
2022
Q1 | $544K | Buy |
3,586
+130
| +4% | +$19.7K | 0.02% | 509 |
|
|
2021
Q4 | $597K | Sell |
3,456
-452
| -12% | -$78.1K | 0.02% | 517 |
|
|
2021
Q3 | $588K | Sell |
3,908
-197
| -5% | -$29.6K | 0.02% | 531 |
|
|
2021
Q2 | $621K | Sell |
4,105
-269
| -6% | -$40.7K | 0.02% | 506 |
|
|
2021
Q1 | $625K | Sell |
4,374
-284
| -6% | -$40.6K | 0.02% | 578 |
|
|
2020
Q4 | $625K | Sell |
4,658
-60
| -1% | -$8.05K | 0.03% | 476 |
|
|
2020
Q3 | $471K | Sell |
4,718
-12
| -0.3% | -$1.2K | 0.02% | 443 |
|
|
2020
Q2 | $404K | Sell |
4,730
-197
| -4% | -$16.8K | 0.02% | 456 |
|
|
2020
Q1 | $367K | Sell |
4,927
-496
| -9% | -$36.9K | 0.02% | 437 |
|
|
2019
Q4 | $515K | Sell |
5,423
-54
| -1% | -$5.13K | 0.03% | 432 |
|
|
2019
Q3 | $454K | Buy |
5,477
+394
| +8% | +$32.7K | 0.03% | 428 |
|
|
2019
Q2 | $423K | Buy |
5,083
+139
| +3% | +$11.6K | 0.03% | 456 |
|
|
2019
Q1 | $398K | Buy |
4,944
+528
| +12% | +$42.5K | 0.03% | 460 |
|
|
2018
Q4 | $301K | Sell |
4,416
-503
| -10% | -$34.3K | 0.02% | 486 |
|
|
2018
Q3 | $426K | Buy |
4,919
+629
| +15% | +$54.5K | 0.03% | 421 |
|
|
2018
Q2 | $320K | Buy |
4,290
+31
| +0.7% | +$2.31K | 0.02% | 424 |
|
|
2018
Q1 | $340K | Buy |
4,259
+92
| +2% | +$7.34K | 0.03% | 388 |
|
|
2017
Q4 | $329K | Buy |
4,167
+198
| +5% | +$15.6K | 0.03% | 405 |
|
|
2017
Q3 | $304K | Sell |
3,969
-448
| -10% | -$34.3K | 0.03% | 399 |
|
|
2017
Q2 | $343K | Sell |
4,417
-345
| -7% | -$26.8K | 0.04% | 369 |
|
|
2017
Q1 | $353K | Buy |
4,762
+1,132
| +31% | +$83.9K | 0.04% | 346 |
|
|
2016
Q4 | $243K | Buy |
3,630
+1
| +0% | +$67 | 0.03% | 414 |
|
|
2016
Q3 | $238K | Sell |
3,629
-9,141
| -72% | -$599K | 0.03% | 409 |
|
|
2016
Q2 | $769K | Buy |
12,770
+3,807
| +42% | +$229K | 0.11% | 177 |
|
|
2016
Q1 | $570K | Buy |
+8,963
| New | +$570K | 0.09% | 214 |
|