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WealthBridge Investment Counsel’s Eaton ETN Stock Holding History

WealthBridge Investment Counsel’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 		$15.1M Buy
35,410
+50
+0.1% +$20.2K 4.03% 7
2026
Q1 		$12.6M Sell
35,360
-235
-0.7% -$83.6K 3.86% 5
2025
Q4 		$11.3M Buy
35,595
+120
+0.3% +$42.5K 3.4% 10
2025
Q3 		$13.3M Sell
35,475
-185
-0.5% -$67.3K 4.09% 5
2025
Q2 		$12.7M Buy
35,660
+1,875
+6% +$577K 4.13% 5
2025
Q1 		$9.18M Buy
33,785
+1,650
+5% +$514K 3.34% 10
2024
Q4 		$10.7M Sell
32,135
-500
-2% -$175K 3.91% 7
2024
Q3 		$10.8M Sell
32,635
-125
-0.4% -$38.2K 3.84% 6
2024
Q2 		$10.3M Sell
32,760
-5,460
-14% -$1.76M 3.93% 8
2024
Q1 		$12M Sell
38,220
-900
-2% -$246K 4.43% 2
2023
Q4 		$9.42M Sell
39,120
-1,000
-2% -$221K 3.77% 7
2023
Q3 		$8.56M Sell
40,120
-1,585
-4% -$342K 3.73% 9
2023
Q2 		$8.39M Sell
41,705
-4,950
-11% -$871K 3.53% 9
2023
Q1 		$7.99M Sell
46,655
-2,965
-6% -$494K 3.54% 9
2022
Q4 		$7.79M Sell
49,620
-235
-0.5% -$36K 3.41% 10
2022
Q3 		$6.65M Buy
49,855
+500
+1% +$70K 3.5% 11
2022
Q2 		$6.22M Buy
49,355
+290
+0.6% +$40.6K 3.15% 13
2022
Q1 		$7.45M Buy
49,065
+2,925
+6% +$458K 3.29% 11
2021
Q4 		$7.97M Sell
46,140
-315
-0.7% -$52.2K 3.38% 10
2021
Q3 		$6.94M Sell
46,455
-1,160
-2% -$185K 3.12% 11
2021
Q2 		$7.06M Sell
47,615
-2,030
-4% -$293K 3.12% 11
2021
Q1 		$6.87M Sell
49,645
-1,300
-3% -$168K 3.36% 11
2020
Q4 		$6.12M Sell
50,945
-3,300
-6% -$373K 3.2% 12
2020
Q3 		$5.54M Buy
54,245
+50
+0.1% +$4.89K 3.37% 12
2020
Q2 		$4.74M Buy
54,195
+450
+0.8% +$37K 3.15% 14
2020
Q1 		$4.17M Sell
53,745
-1,700
-3% -$156K 3.55% 13
2019
Q4 		$5.25M Buy
+55,445
New +$4.92M 2.98% 16

Other funds holding ETN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

WealthBridge Investment Counsel's ETN Position: Q2 2026 in Review

WealthBridge Investment Counsel increased its Eaton (ETN) stake by 0.14% in Q2 2026, buying an estimated $20.2K and bringing the position to 35,410 shares worth $15.1M. The position accounts for 4.03% of the portfolio, ranked #7.

WealthBridge Investment Counsel first reported a position in ETN in Q4 2019 and has held it in 27 quarters since. 1,283 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • WealthBridge Investment Counsel held 35,410 shares of Eaton worth $15.1M as of Q2 2026.
  • WealthBridge Investment Counsel bought 50 Eaton shares in Q2 2026, an estimated $20.2K.
  • Eaton made up 4.03% of WealthBridge Investment Counsel's portfolio in Q2 2026, its #7 holding.
  • WealthBridge Investment Counsel first reported a position in Eaton in Q4 2019 and has held it in 27 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on WealthBridge Investment Counsel's 13F filing for Q2 2026, filed 15 Jul 2026.