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Grey Fox Wealth Advisors’s Eaton ETN Stock Holding History

Grey Fox Wealth Advisors’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 		$404K Buy
+948
New +$382K 0.06% 116
2025
Q4 		– Sell
-187
Closed -$70K – 288
2025
Q3 		$70K Buy
+187
New +$68K 0.01% 226
2023
Q2 		– Sell
-336
Closed -$57.6K – 237
2023
Q1 		$57.6K Buy
336
+21
+7% +$3.5K 0.03% 173
2022
Q4 		$49.4K Buy
+315
New +$48.3K 0.03% 164

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

Grey Fox Wealth Advisors's ETN Position: Q2 2026 in Review

Grey Fox Wealth Advisors opened a new position in Eaton (ETN) in Q2 2026: 948 shares worth $404K. The stake represents 0.06% of the portfolio and ranks #116 among its holdings. This is a return to the name: Grey Fox Wealth Advisors previously reported a position in ETN as recently as Q3 2025.

Grey Fox Wealth Advisors first reported a position in ETN in Q4 2022 and has held it in 4 quarters since. 2,663 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Grey Fox Wealth Advisors held 948 shares of Eaton worth $404K as of Q2 2026.
  • Eaton was a new Grey Fox Wealth Advisors position in Q2 2026.
  • Eaton made up 0.06% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #116 holding.
  • Grey Fox Wealth Advisors first reported a position in Eaton in Q4 2022 and has held it in 4 quarters since.
  • 2,663 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.