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Navigoe Wealth Management’s Eaton ETN Stock Holding History

Navigoe 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 		$8K Buy
20
+3
+18% +$1.21K ﹤0.01% 146
2026
Q1 		$6K Hold
17
– – ﹤0.01% 134
2025
Q4 		$5K Hold
17
– – ﹤0.01% 176
2025
Q3 		$6K Buy
+17
New +$6.18K ﹤0.01% 175

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 $3.38T AUM 44.17% 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

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

Navigoe Wealth Management increased its Eaton (ETN) stake by 18% in Q2 2026, buying an estimated $1.21K and bringing the position to 20 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #146.

Navigoe Wealth Management first reported a position in ETN in Q3 2025 and has held it in 4 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Navigoe Wealth Management held 20 shares of Eaton worth $8K as of Q2 2026.
  • Navigoe Wealth Management bought 3 Eaton shares in Q2 2026, an estimated $1.21K.
  • Eaton made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Navigoe Wealth Management first reported a position in Eaton in Q3 2025 and has held it in 4 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.