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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Personal CFO Solutions's ETN Position: Q1 2026 in Review

Personal CFO Solutions increased its Eaton (ETN) stake by 2% in Q1 2026, buying an estimated $16K and bringing the position to 2,277 shares worth $815K. The position accounts for 0.11% of the portfolio, ranked #156.

Personal CFO Solutions first reported a position in ETN in Q3 2019 and has held it in 24 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Personal CFO Solutions held 2,277 shares of Eaton worth $815K as of Q1 2026.
  • Personal CFO Solutions bought 45 Eaton shares in Q1 2026, an estimated $16K.
  • Eaton made up 0.11% of Personal CFO Solutions's portfolio in Q1 2026, its #156 holding.
  • Personal CFO Solutions first reported a position in Eaton in Q3 2019 and has held it in 24 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.