Summit Wealth Group’s Eaton ETN Stock Holding History

Summit Wealth Group’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	$227K	Hold	635	–	–	0.05%	119
2025 Q4	$202K	Buy	635 +32	+5%	+$11.3K	0.05%	118
2025 Q3	$226K	Hold	603	–	–	0.05%	104
2025 Q2	$215K	Buy	+603	New	+$186K	0.06%	109
2025 Q1	–	Sell	-642	Closed	-$213K	–	102
2024 Q4	$213K	Sell	642 -131	-17%	-$46K	0.06%	96
2024 Q3	$256K	Hold	773	–	–	0.07%	85
2024 Q2	$242K	Hold	773	–	–	0.07%	86
2024 Q1	$242K	Buy	+773	New	+$211K	0.16%	41
2023 Q4	–	Sell	-1,049	Closed	-$224K	–	43
2023 Q3	$224K	Hold	1,049	–	–	0.2%	36
2023 Q2	$211K	Sell	1,049 -178,687	-99%	-$31.4M	0.09%	73
2023 Q1	$1K	Buy	+179,736	New	+$29.9M	0.02%	115
2022 Q1	–	Sell	-1,292	Closed	-$223K	–	30
2021 Q4	$223K	Sell	1,292 -496	-28%	-$82.2K	0.25%	29
2021 Q3	$267K	Buy	1,788 +1,605	+877%	+$257K	0.42%	36
2021 Q2	$27K	Buy	183 +25	+16%	+$3.6K	0.04%	67
2021 Q1	$22K	Buy	+158	New	+$20.4K	0.04%	65

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Summit Wealth Group's ETN Position: Q1 2026 in Review

Summit Wealth Group held its Eaton (ETN) position steady in Q1 2026 at 635 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #119.

Summit Wealth Group first reported a position in ETN in Q1 2021 and has held it in 15 quarters since. The position peaked at $267K in Q3 2021. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Summit Wealth Group held 635 shares of Eaton worth $227K as of Q1 2026.
Summit Wealth Group left its Eaton share count unchanged in Q1 2026.
Eaton made up 0.05% of Summit Wealth Group's portfolio in Q1 2026, its #119 holding.
Summit Wealth Group first reported a position in Eaton in Q1 2021 and has held it in 15 quarters since.
Summit Wealth Group's Eaton position peaked at $267K in Q3 2021.
2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.