GM
GeoWealth Management’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
1,324
+103
| +8% | +$28.4K | 0.01% | 488 |
|
|
2025
Q1 | $324K | Sell |
1,221
-602
| -33% | -$160K | 0.01% | 530 |
|
|
2024
Q4 | $423K | Sell |
1,823
-166
| -8% | -$38.6K | 0.01% | 511 |
|
|
2024
Q3 | $439K | Buy |
1,989
+21
| +1% | +$4.63K | 0.02% | 492 |
|
|
2024
Q2 | $387K | Buy |
1,968
+521
| +36% | +$102K | 0.02% | 504 |
|
|
2024
Q1 | $312K | Buy |
+1,447
| New | +$312K | 0.01% | 565 |
|
|
2020
Q3 | – | Sell |
-27,941
| Closed | -$4.54M | – | 163 |
|
|
2020
Q2 | $4.54M | Sell |
27,941
-1,500
| -5% | -$244K | 1.88% | 15 |
|
|
2020
Q1 | $5.09M | Sell |
29,441
-2,748
| -9% | -$475K | 3.6% | 5 |
|
|
2019
Q4 | $6.46M | Sell |
32,189
-630
| -2% | -$126K | 3.47% | 5 |
|
|
2019
Q3 | $6.94M | Sell |
32,819
-5,400
| -14% | -$1.14M | 1.56% | 14 |
|
|
2019
Q2 | $7.42M | Buy |
+38,219
| New | +$7.42M | 19.48% | 1 |
|