RGF
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Retirement Guys Formula’s Eaton ETN Stock Holding History

Retirement Guys Formula’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 		$533K Sell
1,490
-5,044
-77% -$1.8M 0.25% 93
2025
Q4 		$2.08M Buy
6,534
+155
+2% +$54.9K 0.95% 29
2025
Q3 		$2.39M Buy
6,379
+70
+1% +$25.5K 0.84% 33
2025
Q2 		$2.25M Sell
6,309
-429
-6% -$132K 0.86% 34
2025
Q1 		$1.83M Buy
+6,738
New +$2.1M 0.91% 28

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

Retirement Guys Formula's ETN Position: Q1 2026 in Review

Retirement Guys Formula reduced its Eaton (ETN) stake by 77% in Q1 2026, selling an estimated $1.8M and leaving 1,490 shares worth $533K. The position accounts for 0.25% of the portfolio, ranked #93.

Retirement Guys Formula first reported a position in ETN in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.39M in Q3 2025. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Retirement Guys Formula held 1,490 shares of Eaton worth $533K as of Q1 2026.
  • Retirement Guys Formula sold 5,044 Eaton shares in Q1 2026, an estimated $1.8M.
  • Eaton made up 0.25% of Retirement Guys Formula's portfolio in Q1 2026, its #93 holding.
  • Retirement Guys Formula first reported a position in Eaton in Q1 2025 and has held it in 5 quarters since.
  • Retirement Guys Formula's Eaton position peaked at $2.39M in Q3 2025.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.