GWA
Geometric Wealth Advisors’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Buy |
1,502
+2
| +0.1% | +$551 | 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% | -$614 | 0.15% | 22 |
|
|
2022
Q1 | $358K | Buy |
1,503
+3
| +0.2% | +$715 | 1.07% | 19 |
|
|
2021
Q4 | $343K | Buy |
+1,500
| New | +$343K | 0.16% | 15 |
|