Position in ETN
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,350,374
+$202,969 QoQ
Shares Held
3,169
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#1,257
of 2,636 holders
Holding Since
Sep 2024
8 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, 2026CASTLE WEALTH MANAGEMENT LLC holds $1,747,476 across 2 Specialty Industrial Machinery names. ETN ranks #1 (77.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
This page
|
3,169 | $1,350,374 | |
| 2 | GEV |
GE Vernova Inc.
|
338 | $397,102 |
All Filings in ETN
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,350,374 | 3,169 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,147,405 | 3,208 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $960,626 | 3,016 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,170,654 | 3,128 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,125,946 | 3,154 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $868,768 | 3,196 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $970,719 | 2,925 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $991,005 | 2,990 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||