Position in ETN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,122,503
+$396,030 QoQ
Shares Held
4,981
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,049
of 2,629 holders
Holding Since
Mar 2020
25 quarters on record
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Geneos Wealth Management Inc. holds $30,277,203 across 22 Specialty Industrial Machinery names. ETN ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOV |
DOVER Corp
|
34,023 | $7,630,678 | |
| 2 | EMR |
Emerson Electric Co
|
46,386 | $6,640,155 | |
| 3 | CMI |
Cummins Inc
|
7,915 | $5,645,057 | |
| 4 | GEV |
GE Vernova Inc.
|
4,460 | $5,239,875 | |
| 5 | ETN |
Eaton Corp plc
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|
4,981 | $2,122,503 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,152 | $1,126,794 | |
| 7 | ITW |
Illinois Tool Works Inc
|
4,092 | $1,106,763 | |
| 8 | SMR |
NUSCALE POWER Corp
|
21,820 | $218,854 |
All Filings in ETN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,122,503 | 4,981 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,726,473 | 4,827 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,635,230 | 5,134 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,034,423 | 5,436 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,077,681 | 5,820 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,454,290 | 5,350 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $873,481 | 2,632 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $890,910 | 2,688 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $627,727 | 2,002 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $582,210 | 1,862 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $406,985 | 1,690 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $489,264 | 2,294 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $481,031 | 2,392 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $398,194 | 2,324 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $368,675 | 2,349 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $277,388 | 2,080 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $485,565 | 3,854 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $544,211 | 3,586 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $583,503 | 3,908 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $608,278 | 4,105 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $604,836 | 4,374 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $559,612 | 4,658 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $481,377 | 4,718 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $413,780 | 4,730 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $382,778 | 4,927 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||