Koa Wealth Management
CME icon

Koa Wealth Management’s CME Group CME Stock Holding History

Koa Wealth Management’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
Q3 		$3.3M Buy
12,613
+1,105
+10% +$291K 2.14% 13
2026
Q2 		$2.54M Buy
11,508
+1,976
+21% +$547K 1.73% 15
2026
Q1 		$2.82M Sell
9,532
-1,049
-10% -$312K 2.04% 14
2025
Q4 		$2.89M Buy
10,581
+4,133
+64% +$1.12M 1.98% 16
2025
Q3 		$1.74M Sell
6,448
-94
-1% -$25.6K 1.29% 24
2025
Q2 		$1.8M Sell
6,542
-694
-10% -$189K 1.43% 21
2025
Q1 		$1.92M Sell
7,236
-1,124
-13% -$277K 1.55% 21
2024
Q4 		$1.94M Sell
8,360
-1,298
-13% -$298K 1.59% 22
2024
Q3 		$2.13M Buy
9,658
+2,615
+37% +$541K 1.65% 20
2024
Q2 		$1.38M Buy
7,043
+3,021
+75% +$624K 1.17% 29
2024
Q1 		$866K Buy
4,022
+2,545
+172% +$535K 0.78% 34
2023
Q4 		$311K Buy
+1,477
New +$315K 0.31% 43

Other funds holding CME

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Koa Wealth Management's CME Position: Q3 2026 in Review

Koa Wealth Management increased its CME Group (CME) stake by 9.6% in Q3 2026, buying an estimated $291K and bringing the position to 12,613 shares worth $3.3M. The position accounts for 2.14% of the portfolio, ranked #13.

Koa Wealth Management first reported a position in CME in Q4 2023 and has held it in 12 quarters since. 635 funds tracked by Wall St. Rank hold CME as of Q3 2026.

  • Koa Wealth Management held 12,613 shares of CME Group worth $3.3M as of Q3 2026.
  • Koa Wealth Management bought 1,105 CME Group shares in Q3 2026, an estimated $291K.
  • CME Group made up 2.14% of Koa Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Koa Wealth Management first reported a position in CME Group in Q4 2023 and has held it in 12 quarters since.
  • 635 funds tracked by Wall St. Rank held CME Group as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.