GeoWealth Management’s CME Group CME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$508K Buy
1,718
+408
+31% +$121K 0.02% 471
2025
Q4
$358K Buy
1,310
+46
+4% +$12.5K 0.01% 514
2025
Q3
$342K Sell
1,264
-60
-5% -$16.3K 0.01% 547
2025
Q2
$365K Buy
1,324
+103
+8% +$28K 0.01% 488
2025
Q1
$324K Sell
1,221
-602
-33% -$148K 0.01% 530
2024
Q4
$423K Sell
1,823
-166
-8% -$38.2K 0.01% 511
2024
Q3
$439K Buy
1,989
+21
+1% +$4.35K 0.02% 492
2024
Q2
$387K Buy
1,968
+521
+36% +$108K 0.02% 504
2024
Q1
$312K Buy
+1,447
New +$304K 0.01% 565
2020
Q3
Sell
-27,941
Closed -$4.54M 163
2020
Q2
$4.54M Sell
27,941
-1,500
-5% -$269K 1.88% 15
2020
Q1
$5.09M Sell
29,441
-2,748
-9% -$547K 3.6% 5
2019
Q4
$6.46M Sell
32,189
-630
-2% -$129K 3.47% 5
2019
Q3
$6.94M Sell
32,819
-5,400
-14% -$1.13M 1.56% 14
2019
Q2
$7.42M Buy
+38,219
New +$7.05M 19.48% 1

Other funds holding CME

GeoWealth Management's CME Position: Q1 2026 in Review

GeoWealth Management increased its CME Group (CME) stake by 31% in Q1 2026, buying an estimated $121K and bringing the position to 1,718 shares worth $508K. The position accounts for 0.02% of the portfolio, ranked #471.

GeoWealth Management first reported a position in CME in Q2 2019 and has held it in 14 quarters since. The position peaked at $7.42M in Q2 2019. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • GeoWealth Management held 1,718 shares of CME Group worth $508K as of Q1 2026.
  • GeoWealth Management bought 408 CME Group shares in Q1 2026, an estimated $121K.
  • CME Group made up 0.02% of GeoWealth Management's portfolio in Q1 2026, its #471 holding.
  • GeoWealth Management first reported a position in CME Group in Q2 2019 and has held it in 14 quarters since.
  • GeoWealth Management's CME Group position peaked at $7.42M in Q2 2019.
  • 1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.