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Ridgecrest Wealth Partners’s Eaton ETN Stock Holding History

Ridgecrest Wealth Partners’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
Q4 		– Sell
-728
Closed -$272K – 107
2025
Q3 		$272K Hold
728
– – 0.12% 93
2025
Q2 		$260K Buy
+728
New +$224K 0.14% 90
2025
Q1 		– Sell
-828
Closed -$275K – 114
2024
Q4 		$275K Sell
828
-350
-30% -$123K 0.15% 82
2024
Q3 		$390K Buy
1,178
+100
+9% +$30.6K 0.2% 73
2024
Q2 		$338K Hold
1,078
– – 0.2% 75
2024
Q1 		$337K Hold
1,078
– – 0.2% 74
2023
Q4 		$260K Hold
1,078
– – 0.17% 80
2023
Q3 		$230K Hold
1,078
– – 0.16% 85
2023
Q2 		$217K Buy
+1,078
New +$190K 0.14% 92

Other funds holding ETN

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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

Ridgecrest Wealth Partners's ETN Position: Q4 2025 in Review

Ridgecrest Wealth Partners sold out of Eaton (ETN) in Q4 2025, closing a stake of 728 shares — an estimated $272K sold.

Ridgecrest Wealth Partners first reported a position in ETN in Q2 2023 and held it in 9 quarters. The position peaked at $390K in Q3 2024. 2,459 funds tracked by Wall St. Rank hold ETN as of Q4 2025.

  • Ridgecrest Wealth Partners reported no remaining Eaton position as of Q4 2025 after selling out during the quarter.
  • Ridgecrest Wealth Partners sold 728 Eaton shares in Q4 2025, an estimated $272K.
  • Ridgecrest Wealth Partners first reported a position in Eaton in Q2 2023 and held it in 9 quarters.
  • Ridgecrest Wealth Partners's Eaton position peaked at $390K in Q3 2024.
  • 2,459 funds tracked by Wall St. Rank held Eaton as of Q4 2025.

Based on Ridgecrest Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.