GIM
ETN icon

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
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 $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

Generate Investment Management's ETN Position: Q1 2026 in Review

Generate Investment Management reduced its Eaton (ETN) stake by 28% in Q1 2026, selling an estimated $5.71M and leaving 40,378 shares worth $14.4M. The position accounts for 0.71% of the portfolio, ranked #32.

Generate Investment Management first reported a position in ETN in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.4M in Q2 2025. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Generate Investment Management held 40,378 shares of Eaton worth $14.4M as of Q1 2026.
  • Generate Investment Management sold 16,056 Eaton shares in Q1 2026, an estimated $5.71M.
  • Eaton made up 0.71% of Generate Investment Management's portfolio in Q1 2026, its #32 holding.
  • Generate Investment Management first reported a position in Eaton in Q4 2024 and has held it in 6 quarters since.
  • Generate Investment Management's Eaton position peaked at $20.4M in Q2 2025.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Generate Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.