Geometric Wealth Advisors’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Buy |
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|
2025
Q1 | $398K | Hold |
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|
2024
Q4 | $348K | Hold |
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|
2024
Q3 | $331K | Hold |
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|
2024
Q2 | $295K | Hold |
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|
2024
Q1 | $323K | Hold |
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|
2023
Q4 | $316K | Hold |
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|
2023
Q3 | $300K | Hold |
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|
2023
Q2 | $279K | Hold |
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|
2023
Q1 | $277K | Hold |
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|
2022
Q4 | $252K | Hold |
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|
2022
Q3 | $266K | Hold |
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|
2022
Q2 | $307K | Sell |
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|
2022
Q1 | $358K | Buy |
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|
2021
Q4 | $343K | Buy |
|