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Triad Wealth Partners’s Eaton ETN Stock Holding History

Triad 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
2026
Q1 		$1.18M Buy
3,308
+182
+6% +$64.8K 0.09% 148
2025
Q4 		$996K Buy
3,126
+193
+7% +$68.4K 0.09% 159
2025
Q3 		$1.1M Buy
2,933
+374
+15% +$136K 0.14% 112
2025
Q2 		$913K Buy
2,559
+115
+5% +$35.4K 0.18% 95
2025
Q1 		$664K Buy
2,444
+118
+5% +$36.7K 0.21% 82
2024
Q4 		$772K Buy
+2,326
New +$816K 0.28% 64
2024
Q3 		– Sell
-1,509
Closed -$473K – 311
2024
Q2 		$473K Buy
1,509
+347
+30% +$112K 0.25% 38
2024
Q1 		$363K Buy
+1,162
New +$318K 0.28% 35

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

Triad Wealth Partners's ETN Position: Q1 2026 in Review

Triad Wealth Partners increased its Eaton (ETN) stake by 5.8% in Q1 2026, buying an estimated $64.8K and bringing the position to 3,308 shares worth $1.18M. The position accounts for 0.09% of the portfolio, ranked #148.

Triad Wealth Partners first reported a position in ETN in Q1 2024 and has held it in 8 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Triad Wealth Partners held 3,308 shares of Eaton worth $1.18M as of Q1 2026.
  • Triad Wealth Partners bought 182 Eaton shares in Q1 2026, an estimated $64.8K.
  • Eaton made up 0.09% of Triad Wealth Partners's portfolio in Q1 2026, its #148 holding.
  • Triad Wealth Partners first reported a position in Eaton in Q1 2024 and has held it in 8 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.