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Wealth Dimensions Group’s Eaton ETN Stock Holding History

Wealth Dimensions 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
Q2 		$280K Buy
658
+18
+3% +$7.26K 0.05% 152
2026
Q1 		$229K Buy
640
+7
+1% +$2.49K 0.05% 157
2025
Q4 		$202K Sell
633
-593
-48% -$210K 0.04% 168
2025
Q3 		$459K Hold
1,226
– – 0.09% 110
2025
Q2 		$438K Hold
1,226
– – 0.1% 108
2025
Q1 		$333K Buy
1,226
+408
+50% +$127K 0.08% 118
2024
Q4 		$271K Buy
+818
New +$287K 0.07% 127

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

Wealth Dimensions Group's ETN Position: Q2 2026 in Review

Wealth Dimensions Group increased its Eaton (ETN) stake by 2.8% in Q2 2026, buying an estimated $7.26K and bringing the position to 658 shares worth $280K. The position accounts for 0.05% of the portfolio, ranked #152.

Wealth Dimensions Group first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. The position peaked at $459K in Q3 2025. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Wealth Dimensions Group held 658 shares of Eaton worth $280K as of Q2 2026.
  • Wealth Dimensions Group bought 18 Eaton shares in Q2 2026, an estimated $7.26K.
  • Eaton made up 0.05% of Wealth Dimensions Group's portfolio in Q2 2026, its #152 holding.
  • Wealth Dimensions Group first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
  • Wealth Dimensions Group's Eaton position peaked at $459K in Q3 2025.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.