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 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

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

HAM

Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

Baron Wealth Management's CBOE Position: Q2 2026 in Review

Baron Wealth Management reduced its Cboe Global Markets (CBOE) stake by 20% in Q2 2026, selling an estimated $106K and leaving 1,350 shares worth $328K. The position accounts for 0.09% of the portfolio, ranked #185.

Baron Wealth Management first reported a position in CBOE in Q2 2024 and has held it in 9 quarters since. The position peaked at $476K in Q1 2026. 138 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

Baron Wealth Management held 1,350 shares of Cboe Global Markets worth $328K as of Q2 2026.
Baron Wealth Management sold 345 Cboe Global Markets shares in Q2 2026, an estimated $106K.
Cboe Global Markets made up 0.09% of Baron Wealth Management's portfolio in Q2 2026, its #185 holding.
Baron Wealth Management first reported a position in Cboe Global Markets in Q2 2024 and has held it in 9 quarters since.
Baron Wealth Management's Cboe Global Markets position peaked at $476K in Q1 2026.
138 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.