GSWM
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Golden State Wealth Management’s Eaton ETN Stock Holding History

Golden State Wealth 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 		$1.09M Buy
2,558
+107
+4% +$43.1K 0.1% 176
2026
Q1 		$877K Sell
2,451
-14
-0.6% -$4.98K 0.1% 175
2025
Q4 		$785K Buy
2,465
+23
+0.9% +$8.15K 0.08% 188
2025
Q3 		$914K Sell
2,442
-176
-7% -$64K 0.1% 151
2025
Q2 		$935K Buy
2,618
+399
+18% +$123K 0.11% 151
2025
Q1 		$603K Buy
2,219
+1,106
+99% +$344K 0.09% 177
2024
Q4 		$369K Buy
+1,113
New +$391K 0.06% 242
2022
Q1 		$1.03M Sell
6,819
-496
-7% -$77.6K 0.2% 98
2021
Q4 		$1.26M Buy
7,315
+5,136
+236% +$851K 0.22% 96
2021
Q3 		$325K Sell
2,179
-16
-0.7% -$2.56K 0.07% 216
2021
Q2 		$325K Buy
+2,195
New +$316K 0.07% 214
2020
Q2 		– Sell
-440
Closed -$36.2K – 401
2020
Q1 		$34K Buy
+440
New +$40.3K 0.02% 419
2019
Q4 		– Sell
-440
Closed -$37K – 311
2019
Q3 		$37K Buy
440
+387
+730% +$31.4K 0.01% 491
2019
Q2 		$4K Hold
53
– – ﹤0.01% 898
2019
Q1 		$4K Buy
+53
New +$4.04K ﹤0.01% 933

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Golden State Wealth Management's ETN Position: Q2 2026 in Review

Golden State Wealth Management increased its Eaton (ETN) stake by 4.4% in Q2 2026, buying an estimated $43.1K and bringing the position to 2,558 shares worth $1.09M. The position accounts for 0.1% of the portfolio, ranked #176.

Golden State Wealth Management first reported a position in ETN in Q1 2019 and has held it in 15 quarters since. The position peaked at $1.26M in Q4 2021. 1,044 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Golden State Wealth Management held 2,558 shares of Eaton worth $1.09M as of Q2 2026.
  • Golden State Wealth Management bought 107 Eaton shares in Q2 2026, an estimated $43.1K.
  • Eaton made up 0.1% of Golden State Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Golden State Wealth Management first reported a position in Eaton in Q1 2019 and has held it in 15 quarters since.
  • Golden State Wealth Management's Eaton position peaked at $1.26M in Q4 2021.
  • 1,044 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.