GeoWealth Management’s Eaton ETN Stock Holding History

GeoWealth 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	$1.35M	Buy	3,172 +525	+20%	+$212K	0.04%	256
2026 Q1	$947K	Sell	2,647 -322	-11%	-$115K	0.03%	303
2025 Q4	$946K	Sell	2,969 -42	-1%	-$14.9K	0.03%	285
2025 Q3	$1.13M	Buy	3,011 +922	+44%	+$335K	0.04%	272
2025 Q2	$746K	Buy	2,089 +355	+20%	+$109K	0.03%	319
2025 Q1	$471K	Sell	1,734 -1,702	-50%	-$530K	0.02%	432
2024 Q4	$1.14M	Sell	3,436 -63	-2%	-$22.1K	0.04%	273
2024 Q3	$1.16M	Sell	3,499 -1,504	-30%	-$460K	0.04%	273
2024 Q2	$1.57M	Buy	5,003 +2,055	+70%	+$663K	0.07%	190
2024 Q1	$922K	Buy	2,948 +661	+29%	+$181K	0.04%	313
2023 Q4	$551K	Buy	2,287 +1,947	+573%	+$430K	0.05%	313
2023 Q3	$72K	Buy	+340	New	+$73.3K	0.01%	365

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

GeoWealth Management's ETN Position: Q2 2026 in Review

GeoWealth Management increased its Eaton (ETN) stake by 20% in Q2 2026, buying an estimated $212K and bringing the position to 3,172 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #256.

GeoWealth Management first reported a position in ETN in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.57M in Q2 2024. 2,678 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

GeoWealth Management held 3,172 shares of Eaton worth $1.35M as of Q2 2026.
GeoWealth Management bought 525 Eaton shares in Q2 2026, an estimated $212K.
Eaton made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #256 holding.
GeoWealth Management first reported a position in Eaton in Q3 2023 and has held it in 12 quarters since.
GeoWealth Management's Eaton position peaked at $1.57M in Q2 2024.
2,678 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.