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Goldstone Financial Group’s Eaton ETN Stock Holding History

Goldstone Financial Group’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 		$703K Sell
1,649
-143
-8% -$57.7K 0.06% 156
2026
Q1 		$641K Sell
1,792
-400
-18% -$142K 0.07% 153
2025
Q4 		$698K Buy
2,192
+157
+8% +$55.6K 0.08% 143
2025
Q3 		$761K Buy
2,035
+110
+6% +$40K 0.09% 135
2025
Q2 		$697K Buy
1,925
+169
+10% +$52K 0.09% 129
2025
Q1 		$477K Buy
1,756
+350
+25% +$109K 0.07% 140
2024
Q4 		$467K Buy
1,406
+378
+37% +$133K 0.07% 131
2024
Q3 		$341K Buy
1,028
+216
+27% +$66K 0.06% 148
2024
Q2 		$255K Sell
812
-135
-14% -$43.6K 0.05% 155
2024
Q1 		$296K Buy
947
+4
+0.4% +$1.09K 0.07% 129
2023
Q4 		$227K Sell
943
-101
-10% -$22.3K 0.06% 150
2023
Q3 		$223K Sell
1,044
-65
-6% -$14K 0.07% 141
2023
Q2 		$223K Buy
+1,109
New +$195K 0.07% 156

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldstone Financial Group's ETN Position: Q2 2026 in Review

Goldstone Financial Group reduced its Eaton (ETN) stake by 8% in Q2 2026, selling an estimated $57.7K and leaving 1,649 shares worth $703K. The position accounts for 0.06% of the portfolio, ranked #156.

Goldstone Financial Group first reported a position in ETN in Q2 2023 and has held it in 13 quarters since. The position peaked at $761K in Q3 2025. 2,678 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Goldstone Financial Group held 1,649 shares of Eaton worth $703K as of Q2 2026.
  • Goldstone Financial Group sold 143 Eaton shares in Q2 2026, an estimated $57.7K.
  • Eaton made up 0.06% of Goldstone Financial Group's portfolio in Q2 2026, its #156 holding.
  • Goldstone Financial Group first reported a position in Eaton in Q2 2023 and has held it in 13 quarters since.
  • Goldstone Financial Group's Eaton position peaked at $761K in Q3 2025.
  • 2,678 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.