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Generate Investment Management’s Eaton ETN Stock Holding History

Generate Investment Management’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 		$18.7M Buy
43,987
+3,609
+9% +$1.46M 0.77% 34
2026
Q1 		$14.4M Sell
40,378
-16,056
-28% -$5.71M 0.71% 32
2025
Q4 		$18M Buy
56,434
+29,962
+113% +$10.6M 0.82% 37
2025
Q3 		$9.91M Sell
26,472
-30,647
-54% -$11.1M 0.5% 57
2025
Q2 		$20.4M Buy
57,119
+26,399
+86% +$8.13M 1.13% 29
2025
Q1 		$8.35M Sell
30,720
-7,482
-20% -$2.33M 0.59% 53
2024
Q4 		$12.7M Buy
+38,202
New +$13.4M 0.89% 44

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 $3.38T AUM 44.17% 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

Generate Investment Management's ETN Position: Q2 2026 in Review

Generate Investment Management increased its Eaton (ETN) stake by 8.9% in Q2 2026, buying an estimated $1.46M and bringing the position to 43,987 shares worth $18.7M. The position accounts for 0.77% of the portfolio, ranked #34.

Generate Investment Management first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.4M in Q2 2025. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Generate Investment Management held 43,987 shares of Eaton worth $18.7M as of Q2 2026.
  • Generate Investment Management bought 3,609 Eaton shares in Q2 2026, an estimated $1.46M.
  • Eaton made up 0.77% of Generate Investment Management's portfolio in Q2 2026, its #34 holding.
  • Generate Investment Management first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
  • Generate Investment Management's Eaton position peaked at $20.4M in Q2 2025.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Generate Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.