Baron Wealth Management
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Baron Wealth Management’s Cboe Global Markets CBOE Stock Holding History

Baron Wealth Management’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 		$441K Buy
1,601
+251
+19% +$71.1K 0.11% 136
2026
Q2 		$328K Sell
1,350
-345
-20% -$106K 0.09% 185
2026
Q1 		$476K Buy
1,695
+133
+9% +$37K 0.14% 111
2025
Q4 		$392K Buy
1,562
+101
+7% +$25.1K 0.12% 133
2025
Q3 		$358K Buy
1,461
+62
+4% +$14.9K 0.12% 126
2025
Q2 		$326K Sell
1,399
-93
-6% -$20.7K 0.12% 131
2025
Q1 		$338K Buy
1,492
+231
+18% +$47.9K 0.15% 109
2024
Q4 		$246K Sell
1,261
-57
-4% -$11.7K 0.12% 147
2024
Q3 		$270K Sell
1,318
-9
-0.7% -$1.77K 0.13% 137
2024
Q2 		$226K Buy
+1,327
New +$236K 0.12% 151

Other funds holding CBOE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Baron Wealth Management's CBOE Position: Q3 2026 in Review

Baron Wealth Management increased its Cboe Global Markets (CBOE) stake by 19% in Q3 2026, buying an estimated $71.1K and bringing the position to 1,601 shares worth $441K. The position accounts for 0.11% of the portfolio, ranked #136.

Baron Wealth Management first reported a position in CBOE in Q2 2024 and has held it in 10 quarters since. The position peaked at $476K in Q1 2026. 605 funds tracked by Wall St. Rank hold CBOE as of Q3 2026.

  • Baron Wealth Management held 1,601 shares of Cboe Global Markets worth $441K as of Q3 2026.
  • Baron Wealth Management bought 251 Cboe Global Markets shares in Q3 2026, an estimated $71.1K.
  • Cboe Global Markets made up 0.11% of Baron Wealth Management's portfolio in Q3 2026, its #136 holding.
  • Baron Wealth Management first reported a position in Cboe Global Markets in Q2 2024 and has held it in 10 quarters since.
  • Baron Wealth Management's Cboe Global Markets position peaked at $476K in Q1 2026.
  • 605 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.