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VestGen Advisors’s Eaton ETN Stock Holding History

VestGen Advisors’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 		$6.05M Buy
14,204
+166
+1% +$66.9K 0.18% 121
2026
Q1 		$5.64M Buy
14,038
+338
+2% +$120K 0.15% 127
2025
Q4 		$4.36M Buy
13,700
+3,524
+35% +$1.25M 0.19% 119
2025
Q3 		$3.81M Buy
10,176
+1,246
+14% +$453K 0.13% 159
2025
Q2 		$3.2M Buy
8,930
+1,585
+22% +$488K 0.13% 159
2025
Q1 		$2M Buy
+7,345
New +$2.29M 0.09% 201

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

VestGen Advisors's ETN Position: Q2 2026 in Review

VestGen Advisors increased its Eaton (ETN) stake by 1.2% in Q2 2026, buying an estimated $66.9K and bringing the position to 14,204 shares worth $6.05M. The position accounts for 0.18% of the portfolio, ranked #121.

VestGen Advisors first reported a position in ETN in Q1 2025 and has held it in 6 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • VestGen Advisors held 14,204 shares of Eaton worth $6.05M as of Q2 2026.
  • VestGen Advisors bought 166 Eaton shares in Q2 2026, an estimated $66.9K.
  • Eaton made up 0.18% of VestGen Advisors's portfolio in Q2 2026, its #121 holding.
  • VestGen Advisors first reported a position in Eaton in Q1 2025 and has held it in 6 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.