Goldstone Financial Group’s CME Group CME Stock Holding History

Goldstone Financial Group’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 Q1	$1.23M	Sell	4,168 -98	-2%	-$29.1K	0.13%	107
2025 Q4	$1.16M	Buy	4,266 +4	+0.1%	+$1.09K	0.13%	99
2025 Q3	$1.15M	Buy	4,262 +5	+0.1%	+$1.36K	0.14%	97
2025 Q2	$1.18M	Buy	4,257 +2	+0%	+$544	0.16%	87
2025 Q1	$1.13M	Sell	4,255 -584	-12%	-$144K	0.17%	81
2024 Q4	$1.12M	Sell	4,839 -894	-16%	-$206K	0.18%	86
2024 Q3	$1.27M	Sell	5,733 -8	-0.1%	-$1.66K	0.22%	73
2024 Q2	$1.13M	Buy	5,741 +435	+8%	+$89.9K	0.23%	77
2024 Q1	$1.14M	Hold	5,306	–	–	0.26%	68
2023 Q4	$1.12M	Buy	5,306 +275	+5%	+$58.7K	0.29%	66
2023 Q3	$1.01M	Hold	5,031	–	–	0.3%	66
2023 Q2	$932K	Sell	5,031 -15	-0.3%	-$2.77K	0.27%	65
2023 Q1	$966K	Buy	+5,046	New	+$912K	0.32%	52

Other funds holding CME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return