Geometric Wealth Advisors’s CME Group CME Stock Holding History

Geometric Wealth Advisors’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	$334K	Buy	1,512 +10	+0.7%	+$2.77K	0.04%	72
2026 Q1	$444K	Hold	1,502	–	–	0.06%	59
2025 Q4	$410K	Hold	1,502	–	–	0.05%	61
2025 Q3	$406K	Hold	1,502	–	–	0.05%	61
2025 Q2	$414K	Buy	1,502 +2	+0.1%	+$544	0.06%	54
2025 Q1	$398K	Hold	1,500	–	–	0.07%	52
2024 Q4	$348K	Hold	1,500	–	–	0.06%	58
2024 Q3	$331K	Hold	1,500	–	–	0.06%	55
2024 Q2	$295K	Hold	1,500	–	–	0.06%	51
2024 Q1	$323K	Hold	1,500	–	–	0.08%	34
2023 Q4	$316K	Hold	1,500	–	–	0.08%	31
2023 Q3	$300K	Hold	1,500	–	–	0.09%	28
2023 Q2	$279K	Hold	1,500	–	–	0.09%	29
2023 Q1	$277K	Hold	1,500	–	–	0.1%	26
2022 Q4	$252K	Hold	1,500	–	–	0.1%	26
2022 Q3	$266K	Hold	1,500	–	–	0.13%	22
2022 Q2	$307K	Sell	1,500 -3	-0.2%	-$636	0.15%	22
2022 Q1	$358K	Buy	1,503 +3	+0.2%	+$705	1.07%	19
2021 Q4	$343K	Buy	+1,500	New	+$330K	0.16%	15

Other funds holding CME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geometric Wealth Advisors's CME Position: Q2 2026 in Review

Geometric Wealth Advisors increased its CME Group (CME) stake by 0.67% in Q2 2026, buying an estimated $2.77K and bringing the position to 1,512 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #72.

Geometric Wealth Advisors first reported a position in CME in Q4 2021 and has held it in 19 quarters since. The position peaked at $444K in Q1 2026. 1,698 funds tracked by Wall St. Rank hold CME as of Q2 2026.

Geometric Wealth Advisors held 1,512 shares of CME Group worth $334K as of Q2 2026.
Geometric Wealth Advisors bought 10 CME Group shares in Q2 2026, an estimated $2.77K.
CME Group made up 0.04% of Geometric Wealth Advisors's portfolio in Q2 2026, its #72 holding.
Geometric Wealth Advisors first reported a position in CME Group in Q4 2021 and has held it in 19 quarters since.
Geometric Wealth Advisors's CME Group position peaked at $444K in Q1 2026.
1,698 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.