WCM
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WealthBridge Capital Management’s Eaton ETN Stock Holding History

WealthBridge Capital 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
Q1 		$218K Buy
+609
New +$217K 0.05% 210
2025
Q4 		– Sell
-590
Closed -$221K – 210
2025
Q3 		$221K Buy
+590
New +$215K 0.05% 200
2019
Q2 		– Sell
-4
Closed – – 333
2019
Q1 		$0 Hold
4
– – ﹤0.01% 993
2018
Q4 		$0 Buy
+4
New +$299 ﹤0.01% 944

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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

WealthBridge Capital Management's ETN Position: Q1 2026 in Review

WealthBridge Capital Management opened a new position in Eaton (ETN) in Q1 2026: 609 shares worth $218K. The stake represents 0.05% of the portfolio and ranks #210 among its holdings. This is a return to the name: WealthBridge Capital Management previously reported a position in ETN as recently as Q3 2025.

WealthBridge Capital Management first reported a position in ETN in Q4 2018 and has held it in 4 quarters since. The position peaked at $221K in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • WealthBridge Capital Management held 609 shares of Eaton worth $218K as of Q1 2026.
  • Eaton was a new WealthBridge Capital Management position in Q1 2026.
  • Eaton made up 0.05% of WealthBridge Capital Management's portfolio in Q1 2026, its #210 holding.
  • WealthBridge Capital Management first reported a position in Eaton in Q4 2018 and has held it in 4 quarters since.
  • WealthBridge Capital Management's Eaton position peaked at $221K in Q3 2025.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.