TriaGen Wealth Management’s Eaton ETN Stock Holding History

TriaGen Wealth Management’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 Q2	$438K	Hold	1,028	–	–	0.11%	137
2026 Q1	$368K	Hold	1,028	–	–	0.1%	134
2025 Q4	$327K	Hold	1,028	–	–	0.08%	149
2025 Q3	$385K	Hold	1,028	–	–	0.1%	142
2025 Q2	$367K	Hold	1,028	–	–	0.11%	132
2025 Q1	$279K	Hold	1,028	–	–	0.1%	140
2024 Q4	$341K	Hold	1,028	–	–	0.12%	131
2024 Q3	$341K	Hold	1,028	–	–	0.11%	136
2024 Q2	$322K	Buy	+1,028	New	+$332K	0.12%	129

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TriaGen Wealth Management's ETN Position: Q2 2026 in Review

TriaGen Wealth Management held its Eaton (ETN) position steady in Q2 2026 at 1,028 shares worth $438K. The position accounts for 0.11% of the portfolio, ranked #137.

TriaGen Wealth Management first reported a position in ETN in Q2 2024 and has held it in 9 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

TriaGen Wealth Management held 1,028 shares of Eaton worth $438K as of Q2 2026.
TriaGen Wealth Management left its Eaton share count unchanged in Q2 2026.
Eaton made up 0.11% of TriaGen Wealth Management's portfolio in Q2 2026, its #137 holding.
TriaGen Wealth Management first reported a position in Eaton in Q2 2024 and has held it in 9 quarters since.
2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.