Grand Wealth Management’s Eaton ETN Stock Holding History

Grand 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 Q1	$236K	Hold	660	–	–	0.11%	43
2025 Q4	$210K	Hold	660	–	–	0.1%	39
2025 Q3	$247K	Hold	660	–	–	0.12%	38
2025 Q2	$236K	Buy	+660	New	+$203K	0.12%	40
2025 Q1	–	Sell	-660	Closed	-$219K	–	69
2024 Q4	$219K	Hold	660	–	–	0.12%	36
2024 Q3	$219K	Hold	660	–	–	0.12%	36
2024 Q2	$207K	Hold	660	–	–	0.12%	34
2024 Q1	$207K	Buy	+660	New	+$180K	0.1%	43

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Grand Wealth Management's ETN Position: Q1 2026 in Review

Grand Wealth Management held its Eaton (ETN) position steady in Q1 2026 at 660 shares worth $236K. The position accounts for 0.11% of the portfolio, ranked #43.

Grand Wealth Management first reported a position in ETN in Q1 2024 and has held it in 8 quarters since. The position peaked at $247K in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Grand Wealth Management held 660 shares of Eaton worth $236K as of Q1 2026.
Grand Wealth Management left its Eaton share count unchanged in Q1 2026.
Eaton made up 0.11% of Grand Wealth Management's portfolio in Q1 2026, its #43 holding.
Grand Wealth Management first reported a position in Eaton in Q1 2024 and has held it in 8 quarters since.
Grand Wealth Management's Eaton position peaked at $247K in Q3 2025.
2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.