Position in ETN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$449,130
+$46,394 QoQ
Shares Held
1,054
-6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,844
of 2,629 holders
Holding Since
Dec 2022
11 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, 2026WealthPlan Investment Management, LLC holds $17,429,086 across 9 Specialty Industrial Machinery names. ETN ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,531 | $6,498,150 | |
| 2 | EMR |
Emerson Electric Co
|
29,179 | $4,176,973 | |
| 3 | GGG |
Graco Inc
|
36,172 | $2,734,964 | |
| 4 | DOV |
DOVER Corp
|
9,833 | $2,205,345 | |
| 5 | AOS |
Smith A O Corp
|
9,442 | $592,202 | |
| 6 | XYL |
Xylem Inc.
|
3,942 | $465,983 | |
| 7 | ETN |
Eaton Corp plc
This page
|
1,054 | $449,130 | |
| 8 | ROK |
Rockwell Automation, Inc
|
530 | $262,392 |
All Filings in ETN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,130 | 1,054 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $402,736 | 1,126 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,298,246 | 4,076 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,612,643 | 4,309 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $327,359 | 917 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $249,268 | 917 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $271,137 | 817 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $263,826 | 796 | Shares | Sole | 2024-11-05 | |
| 2023-06-30 | $92,506 | 460 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $64,252 | 375 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $187,398 | 1,194 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||