GM
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GeoWealth Management’s Cboe Global Markets CBOE Stock Holding History

GeoWealth Management’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-145
Closed -$33.8K – 829
2025
Q2 		$33.8K Sell
145
-596
-80% -$133K ﹤0.01% 1002
2025
Q1 		$168K Sell
741
-3,407
-82% -$707K 0.01% 698
2024
Q4 		$811K Buy
4,148
+275
+7% +$56.6K 0.03% 351
2024
Q3 		$793K Buy
+3,873
New +$761K 0.03% 361
2024
Q2 		– Sell
-3,048
Closed -$560K – 870
2024
Q1 		$560K Sell
3,048
-2,513
-45% -$464K 0.02% 408
2023
Q4 		$993K Buy
+5,561
New +$953K 0.08% 213

Other funds holding CBOE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return