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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Barnes Wealth Management Group's CBOE Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its Cboe Global Markets (CBOE) stake by 5.8% in Q2 2026, selling an estimated $16.2K and leaving 862 shares worth $209K. The position accounts for 0.1% of the portfolio, ranked #187.

Barnes Wealth Management Group first reported a position in CBOE in Q1 2025 and has held it in 6 quarters since. The position peaked at $257K in Q1 2026. 990 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Barnes Wealth Management Group held 862 shares of Cboe Global Markets worth $209K as of Q2 2026.
  • Barnes Wealth Management Group sold 53 Cboe Global Markets shares in Q2 2026, an estimated $16.2K.
  • Cboe Global Markets made up 0.1% of Barnes Wealth Management Group's portfolio in Q2 2026, its #187 holding.
  • Barnes Wealth Management Group first reported a position in Cboe Global Markets in Q1 2025 and has held it in 6 quarters since.
  • Barnes Wealth Management Group's Cboe Global Markets position peaked at $257K in Q1 2026.
  • 990 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.