GDS Wealth Management’s CME Group CME Stock Holding History

GDS Wealth Management’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 Q1	$743K	Sell	2,516 -39	-2%	-$11.6K	0.04%	102
2025 Q4	$698K	Sell	2,555 -117	-4%	-$31.8K	0.04%	107
2025 Q3	$722K	Sell	2,672 -21	-0.8%	-$5.71K	0.05%	102
2025 Q2	$742K	Sell	2,693 -18	-0.7%	-$4.89K	0.05%	99
2025 Q1	$719K	Sell	2,711 -127	-4%	-$31.3K	0.06%	94
2024 Q4	$659K	Sell	2,838 -333	-11%	-$76.6K	0.06%	102
2024 Q3	$700K	Sell	3,171 -149	-4%	-$30.8K	0.07%	82
2024 Q2	$653K	Sell	3,320 -122	-4%	-$25.2K	0.07%	72
2024 Q1	$741K	Sell	3,442 -370	-10%	-$77.7K	0.09%	71
2023 Q4	$803K	Sell	3,812 -86	-2%	-$18.4K	0.11%	64
2023 Q3	$780K	Sell	3,898 -255	-6%	-$50.7K	0.12%	58
2023 Q2	$770K	Sell	4,153 -174	-4%	-$32.2K	0.12%	64
2023 Q1	$829K	Sell	4,327 -1,884	-30%	-$341K	0.15%	55
2022 Q4	$1.04M	Sell	6,211 -1,093	-15%	-$190K	0.2%	56
2022 Q3	$1.29M	Sell	7,304 -214	-3%	-$42.3K	0.29%	49
2022 Q2	$1.54M	Sell	7,518 -3	-0%	-$636	0.34%	47
2022 Q1	$1.78M	Sell	7,521 -37	-0.5%	-$8.69K	0.39%	48
2021 Q4	$1.73M	Buy	+7,558	New	+$1.66M	0.39%	48

Other funds holding CME

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return