Position in ETN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$281,665
+$54,545 QoQ
Shares Held
661
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,138
of 2,629 holders
Holding Since
Mar 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Summit Wealth Group, LLC holds $773,931 across 2 Specialty Industrial Machinery names. ETN ranks #2 (36.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
419 | $492,266 | |
| 2 | ETN |
Eaton Corp plc
This page
|
661 | $281,665 |
All Filings in ETN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,665 | 661 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $227,120 | 635 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $202,253 | 635 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $225,672 | 603 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $215,264 | 603 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $213,060 | 642 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $256,203 | 773 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $242,374 | 773 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $241,701 | 773 | Shares | Sole | 2024-05-01 | |
| 2023-09-30 | $223,730 | 1,049 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $210,953 | 1,049 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1 | 179,736 | Shares | Sole | 2023-05-10 | |
| 2021-09-30 | $266,966 | 1,788 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $27,116 | 183 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $21,848 | 158 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||