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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldstone Financial Group's ETN Position: Q1 2026 in Review

Goldstone Financial Group reduced its Eaton (ETN) stake by 18% in Q1 2026, selling an estimated $142K and leaving 1,792 shares worth $641K. The position accounts for 0.07% of the portfolio, ranked #153.

Goldstone Financial Group first reported a position in ETN in Q2 2023 and has held it in 12 quarters since. The position peaked at $761K in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Goldstone Financial Group held 1,792 shares of Eaton worth $641K as of Q1 2026.
  • Goldstone Financial Group sold 400 Eaton shares in Q1 2026, an estimated $142K.
  • Eaton made up 0.07% of Goldstone Financial Group's portfolio in Q1 2026, its #153 holding.
  • Goldstone Financial Group first reported a position in Eaton in Q2 2023 and has held it in 12 quarters since.
  • Goldstone Financial Group's Eaton position peaked at $761K in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.