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Barnes Wealth Management Group’s Cboe Global Markets CBOE Stock Holding History

Barnes Wealth Management Group’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$257K Sell
915
-38
-4% -$10.6K 0.13% 155
2025
Q4 		$239K Sell
953
-10
-1% -$2.49K 0.13% 153
2025
Q3 		$236K Buy
963
+8
+0.8% +$1.92K 0.13% 152
2025
Q2 		$223K Buy
955
+5
+0.5% +$1.11K 0.13% 143
2025
Q1 		$215K Buy
+950
New +$197K 0.14% 139

Other funds holding CBOE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Barnes Wealth Management Group's CBOE Position: Q1 2026 in Review

Barnes Wealth Management Group reduced its Cboe Global Markets (CBOE) stake by 4% in Q1 2026, selling an estimated $10.6K and leaving 915 shares worth $257K. The position accounts for 0.13% of the portfolio, ranked #155.

Barnes Wealth Management Group first reported a position in CBOE in Q1 2025 and has held it in 5 quarters since. 980 funds tracked by Wall St. Rank hold CBOE as of Q1 2026.

  • Barnes Wealth Management Group held 915 shares of Cboe Global Markets worth $257K as of Q1 2026.
  • Barnes Wealth Management Group sold 38 Cboe Global Markets shares in Q1 2026, an estimated $10.6K.
  • Cboe Global Markets made up 0.13% of Barnes Wealth Management Group's portfolio in Q1 2026, its #155 holding.
  • Barnes Wealth Management Group first reported a position in Cboe Global Markets in Q1 2025 and has held it in 5 quarters since.
  • 980 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2026.

Based on Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.