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Personal CFO Solutions’s Eaton ETN Stock Holding History

Personal CFO Solutions’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 		$921K Sell
2,161
-116
-5% -$46.8K 0.13% 136
2026
Q1 		$815K Buy
2,277
+45
+2% +$16K 0.11% 156
2025
Q4 		$711K Buy
2,232
+73
+3% +$25.9K 0.11% 172
2025
Q3 		$808K Sell
2,159
-34
-2% -$12.4K 0.14% 145
2025
Q2 		$783K Buy
2,193
+230
+12% +$70.8K 0.14% 154
2025
Q1 		$534K Buy
1,963
+188
+11% +$58.5K 0.11% 203
2024
Q4 		$589K Buy
1,775
+64
+4% +$22.5K 0.12% 181
2024
Q3 		$567K Sell
1,711
-16
-0.9% -$4.89K 0.08% 233
2024
Q2 		$542K Sell
1,727
-142
-8% -$45.8K 0.08% 236
2024
Q1 		$585K Buy
1,869
+30
+2% +$8.2K 0.09% 215
2023
Q4 		$443K Buy
1,839
+8
+0.4% +$1.77K 0.08% 261
2023
Q3 		$391K Sell
1,831
-39
-2% -$8.41K 0.08% 262
2023
Q2 		$376K Buy
1,870
+82
+5% +$14.4K 0.08% 272
2023
Q1 		$306K Buy
1,788
+15
+0.8% +$2.5K 0.06% 305
2022
Q4 		$278K Buy
1,773
+91
+5% +$14K 0.06% 323
2022
Q3 		$224K Buy
1,682
+28
+2% +$3.92K 0.06% 335
2022
Q2 		$208K Buy
1,654
+8
+0.5% +$1.12K 0.05% 385
2022
Q1 		$250K Sell
1,646
-121
-7% -$18.9K 0.05% 383
2021
Q4 		$305K Buy
1,767
+89
+5% +$14.8K 0.06% 318
2021
Q3 		$250K Sell
1,678
-368
-18% -$58.8K 0.05% 359
2021
Q2 		$303K Buy
2,046
+353
+21% +$50.9K 0.06% 284
2021
Q1 		$234K Buy
+1,693
New +$218K 0.05% 342
2020
Q4 		– Sell
-2,084
Closed – – 387
2020
Q3 		$0 Buy
+2,084
New +$204K ﹤0.01% 201
2020
Q1 		– Sell
-2,998
Closed -$280K – 309
2019
Q4 		$280K Sell
2,998
-2,920
-49% -$259K 0.08% 230
2019
Q3 		$492K Buy
+5,918
New +$479K 0.2% 128

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

Personal CFO Solutions's ETN Position: Q2 2026 in Review

Personal CFO Solutions reduced its Eaton (ETN) stake by 5.1% in Q2 2026, selling an estimated $46.8K and leaving 2,161 shares worth $921K. The position accounts for 0.13% of the portfolio, ranked #136.

Personal CFO Solutions first reported a position in ETN in Q3 2019 and has held it in 25 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Personal CFO Solutions held 2,161 shares of Eaton worth $921K as of Q2 2026.
  • Personal CFO Solutions sold 116 Eaton shares in Q2 2026, an estimated $46.8K.
  • Eaton made up 0.13% of Personal CFO Solutions's portfolio in Q2 2026, its #136 holding.
  • Personal CFO Solutions first reported a position in Eaton in Q3 2019 and has held it in 25 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.