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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
Q2 		$284K Buy
666
+6
+0.9% +$2.42K 0.12% 40
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
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

Grand Wealth Management's ETN Position: Q2 2026 in Review

Grand Wealth Management increased its Eaton (ETN) stake by 0.91% in Q2 2026, buying an estimated $2.42K and bringing the position to 666 shares worth $284K. The position accounts for 0.12% of the portfolio, ranked #40.

Grand Wealth Management first reported a position in ETN in Q1 2024 and has held it in 9 quarters since. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Grand Wealth Management held 666 shares of Eaton worth $284K as of Q2 2026.
  • Grand Wealth Management bought 6 Eaton shares in Q2 2026, an estimated $2.42K.
  • Eaton made up 0.12% of Grand Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Grand Wealth Management first reported a position in Eaton in Q1 2024 and has held it in 9 quarters since.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.