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GoalVest Advisory’s CME Group CME Stock Holding History

GoalVest Advisory’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$79.1K Sell
358
-362
-50% -$100K 0.01% 174
2026
Q1 		$213K Buy
720
+18
+3% +$5.35K 0.04% 144
2025
Q4 		$192K Buy
702
+263
+60% +$71.5K 0.04% 149
2025
Q3 		$119K Hold
439
– – 0.03% 160
2025
Q2 		$121K Buy
439
+177
+68% +$48.1K 0.03% 157
2025
Q1 		$69.5K Buy
262
+101
+63% +$24.9K 0.02% 161
2024
Q4 		$37.4K Hold
161
– – 0.01% 202
2024
Q3 		$35.5K Buy
161
+111
+222% +$23K 0.01% 218
2024
Q2 		$9.83K Sell
50
-85
-63% -$17.6K ﹤0.01% 276
2024
Q1 		$29.1K Sell
135
-65
-33% -$13.7K 0.01% 233
2023
Q4 		$42.1K Buy
200
+185
+1,233% +$39.5K 0.02% 148
2023
Q3 		$3K Buy
+15
New +$2.98K ﹤0.01% 389
2023
Q2 		– Sell
-60
Closed -$11.5K – 370
2023
Q1 		$11.5K Hold
60
– – 0.01% 182
2022
Q4 		$10.1K Hold
60
– – 0.01% 183
2022
Q3 		$11K Hold
60
– – 0.01% 181
2022
Q2 		$12K Hold
60
– – 0.01% 247
2022
Q1 		$14K Buy
+60
New +$14.1K 0.01% 217
2021
Q1 		– Sell
-60
Closed -$11K – 180
2020
Q4 		$11K Buy
+60
New +$10.2K 0.01% 164

Other funds holding CME

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

GoalVest Advisory's CME Position: Q2 2026 in Review

GoalVest Advisory reduced its CME Group (CME) stake by 50% in Q2 2026, selling an estimated $100K and leaving 358 shares worth $79.1K. The position accounts for 0.01% of the portfolio, ranked #174.

GoalVest Advisory first reported a position in CME in Q4 2020 and has held it in 18 quarters since. The position peaked at $213K in Q1 2026. 216 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • GoalVest Advisory held 358 shares of CME Group worth $79.1K as of Q2 2026.
  • GoalVest Advisory sold 362 CME Group shares in Q2 2026, an estimated $100K.
  • CME Group made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #174 holding.
  • GoalVest Advisory first reported a position in CME Group in Q4 2020 and has held it in 18 quarters since.
  • GoalVest Advisory's CME Group position peaked at $213K in Q1 2026.
  • 216 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.