Genesis Private Wealth
ETN icon

Genesis Private Wealth’s Eaton ETN Stock Holding History

Genesis Private Wealth’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
Q3 		$361K Buy
840
+183
+28% +$76.4K 0.1% 116
2026
Q2 		$280K Sell
657
-15
-2% -$6.05K 0.08% 140
2026
Q1 		$240K Buy
+672
New +$239K 0.08% 157
2025
Q4 		– Sell
-1,222
Closed -$457K – 186
2025
Q3 		$457K Buy
1,222
+46
+4% +$16.7K 0.19% 66
2025
Q2 		$420K Sell
1,176
-23
-2% -$7.08K 0.2% 62
2025
Q1 		$326K Buy
1,199
+203
+20% +$63.2K 0.17% 73
2024
Q4 		$331K Buy
+996
New +$350K 0.18% 71

Other funds holding ETN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Genesis Private Wealth's ETN Position: Q3 2026 in Review

Genesis Private Wealth increased its Eaton (ETN) stake by 28% in Q3 2026, buying an estimated $76.4K and bringing the position to 840 shares worth $361K. The position accounts for 0.1% of the portfolio, ranked #116.

Genesis Private Wealth first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. The position peaked at $457K in Q3 2025. 1,376 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Genesis Private Wealth held 840 shares of Eaton worth $361K as of Q3 2026.
  • Genesis Private Wealth bought 183 Eaton shares in Q3 2026, an estimated $76.4K.
  • Eaton made up 0.1% of Genesis Private Wealth's portfolio in Q3 2026, its #116 holding.
  • Genesis Private Wealth first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
  • Genesis Private Wealth's Eaton position peaked at $457K in Q3 2025.
  • 1,376 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Genesis Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.