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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 $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

GeoWealth Management's CBOE Position: Q3 2025 in Review

GeoWealth Management sold out of Cboe Global Markets (CBOE) in Q3 2025, closing a stake of 145 shares — an estimated $33.8K sold.

GeoWealth Management first reported a position in CBOE in Q4 2023 and held it in 6 quarters. The position peaked at $993K in Q4 2023. 883 funds tracked by Wall St. Rank hold CBOE as of Q3 2025.

  • GeoWealth Management reported no remaining Cboe Global Markets position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 145 Cboe Global Markets shares in Q3 2025, an estimated $33.8K.
  • GeoWealth Management first reported a position in Cboe Global Markets in Q4 2023 and held it in 6 quarters.
  • GeoWealth Management's Cboe Global Markets position peaked at $993K in Q4 2023.
  • 883 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.