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Caliber Wealth Management (Kansas)’s CME Group CME Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.96M Buy
13,385
+325
+2% +$89.9K 0.29% 71
2026
Q1 		$3.86M Buy
13,060
+136
+1% +$40.4K 0.42% 50
2025
Q4 		$3.53M Buy
12,924
+951
+8% +$258K 0.38% 48
2025
Q3 		$3.24M Sell
11,973
-54
-0.4% -$14.7K 0.36% 59
2025
Q2 		$3.31M Sell
12,027
-2,151
-15% -$585K 0.36% 57
2025
Q1 		$3.76M Buy
+14,178
New +$3.5M 0.51% 42

Other funds holding CME

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s CME Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its CME Group (CME) stake by 2.5% in Q2 2026, buying an estimated $89.9K and bringing the position to 13,385 shares worth $2.96M. The position accounts for 0.29% of the portfolio, ranked #71.

Caliber Wealth Management (Kansas) first reported a position in CME in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.86M in Q1 2026. 757 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 13,385 shares of CME Group worth $2.96M as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 325 CME Group shares in Q2 2026, an estimated $89.9K.
  • CME Group made up 0.29% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #71 holding.
  • Caliber Wealth Management (Kansas) first reported a position in CME Group in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s CME Group position peaked at $3.86M in Q1 2026.
  • 757 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.