GF
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Gries Financial’s Eaton ETN Stock Holding History

Gries Financial’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
2025
Q3 		$3.9M Buy
10,430
+231
+2% +$84K 0.62% 29
2025
Q2 		$3.64M Buy
10,199
+572
+6% +$176K 0.66% 25
2025
Q1 		$2.62M Sell
9,627
-1,547
-14% -$482K 0.51% 36
2024
Q4 		$3.71M Buy
11,174
+580
+5% +$204K 0.66% 26
2024
Q3 		$3.51M Sell
10,594
-219
-2% -$66.9K 0.66% 25
2024
Q2 		$3.39M Sell
10,813
-505
-4% -$163K 0.7% 27
2024
Q1 		$3.54M Buy
11,318
+206
+2% +$56.3K 0.59% 36
2023
Q4 		$2.68M Sell
11,112
-109
-1% -$24.1K 0.59% 36
2023
Q3 		$2.39M Sell
11,221
-12
-0.1% -$2.59K 0.64% 36
2023
Q2 		$2.26M Sell
11,233
-60
-0.5% -$10.6K 0.62% 43
2023
Q1 		$1.93M Buy
11,293
+328
+3% +$54.6K 0.57% 54
2022
Q4 		$1.72M Hold
10,965
– – 0.57% 61
2022
Q3 		$1.46M Sell
10,965
-20
-0.2% -$2.8K 0.62% 48
2022
Q2 		$1.38M Buy
10,985
+20
+0.2% +$2.8K 0.66% 47
2022
Q1 		$1.66M Hold
10,965
– – 0.61% 52
2021
Q4 		$1.9M Hold
10,965
– – 0.77% 26
2021
Q3 		$1.64M Hold
10,965
– – 0.51% 59
2021
Q2 		$1.77M Hold
10,965
– – 0.57% 54
2021
Q1 		$1.6M Buy
+10,965
New +$1.41M 0.51% 62

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return