Barnes Wealth Management Group
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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
Q3 		$225K Sell
816
-46
-5% -$13K 0.1% 185
2026
Q2 		$209K Sell
862
-53
-6% -$16.2K 0.1% 187
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Barnes Wealth Management Group's CBOE Position: Q3 2026 in Review

Barnes Wealth Management Group reduced its Cboe Global Markets (CBOE) stake by 5.3% in Q3 2026, selling an estimated $13K and leaving 816 shares worth $225K. The position accounts for 0.1% of the portfolio, ranked #185.

Barnes Wealth Management Group first reported a position in CBOE in Q1 2025 and has held it in 7 quarters since. The position peaked at $257K in Q1 2026. 836 funds tracked by Wall St. Rank hold CBOE as of Q3 2026.

  • Barnes Wealth Management Group held 816 shares of Cboe Global Markets worth $225K as of Q3 2026.
  • Barnes Wealth Management Group sold 46 Cboe Global Markets shares in Q3 2026, an estimated $13K.
  • Cboe Global Markets made up 0.1% of Barnes Wealth Management Group's portfolio in Q3 2026, its #185 holding.
  • Barnes Wealth Management Group first reported a position in Cboe Global Markets in Q1 2025 and has held it in 7 quarters since.
  • Barnes Wealth Management Group's Cboe Global Markets position peaked at $257K in Q1 2026.
  • 836 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.