Geometric Wealth Advisors’s Eaton ETN Stock Holding History

Geometric Wealth Advisors’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	$1.46M	Buy	3,425 +3	+0.1%	+$1.21K	0.16%	23
2026 Q1	$1.22M	Buy	3,422 +3	+0.1%	+$1.07K	0.15%	24
2025 Q4	$1.09M	Buy	3,419 +26	+0.8%	+$9.21K	0.14%	27
2025 Q3	$1.27M	Hold	3,393	–	–	0.17%	20
2025 Q2	$1.21M	Buy	3,393 +16	+0.5%	+$4.93K	0.18%	19
2025 Q1	$918K	Buy	3,377 +1	+0%	+$311	0.16%	23
2024 Q4	$1.12M	Hold	3,376	–	–	0.2%	20
2024 Q3	$1.12M	Hold	3,376	–	–	0.21%	18
2024 Q2	$1.06M	Buy	3,376 +450	+15%	+$145K	0.22%	15
2024 Q1	$915K	Hold	2,926	–	–	0.22%	14
2023 Q4	$705K	Buy	2,926 +6	+0.2%	+$1.32K	0.19%	17
2023 Q3	$623K	Hold	2,920	–	–	0.19%	17
2023 Q2	$594K	Buy	2,920 +25	+0.9%	+$4.4K	0.18%	15
2023 Q1	$486K	Hold	2,895	–	–	0.17%	15
2022 Q4	$454K	Hold	2,895	–	–	0.18%	14
2022 Q3	$386K	Buy	2,895 +4	+0.1%	+$560	0.19%	15
2022 Q2	$364K	Sell	2,891 -3	-0.1%	-$420	0.18%	20
2022 Q1	$439K	Buy	+2,894	New	+$453K	1.32%	16

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geometric Wealth Advisors's ETN Position: Q2 2026 in Review

Geometric Wealth Advisors increased its Eaton (ETN) stake by 0.09% in Q2 2026, buying an estimated $1.21K and bringing the position to 3,425 shares worth $1.46M. The position accounts for 0.16% of the portfolio, ranked #23.

Geometric Wealth Advisors first reported a position in ETN in Q1 2022 and has held it in 18 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Geometric Wealth Advisors held 3,425 shares of Eaton worth $1.46M as of Q2 2026.
Geometric Wealth Advisors bought 3 Eaton shares in Q2 2026, an estimated $1.21K.
Eaton made up 0.16% of Geometric Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Geometric Wealth Advisors first reported a position in Eaton in Q1 2022 and has held it in 18 quarters since.
2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.