MGB Wealth Management’s CME Group CME Stock Holding History

MGB 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
2025 Q4	$1.51M	Buy	5,545 +36	+0.7%	+$9.78K	0.43%	51
2025 Q3	$1.49M	Buy	5,509 +1	+0%	+$272	0.42%	51
2025 Q2	$1.52M	Buy	5,508 +311	+6%	+$84.6K	0.5%	46
2025 Q1	$1.38M	Sell	5,197 -3	-0.1%	-$740	0.5%	51
2024 Q4	$1.21M	Sell	5,200 -8	-0.2%	-$1.84K	0.37%	55
2024 Q3	$1.15M	Sell	5,208 -297	-5%	-$61.5K	0.42%	58
2024 Q2	$1.07M	Buy	5,505 +50	+0.9%	+$10.3K	0.4%	66
2024 Q1	$1.17M	Buy	5,455 +146	+3%	+$30.7K	0.48%	54
2023 Q4	$1.12M	Buy	+5,309	New	+$1.13M	0.56%	54

Other funds holding CME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

MGB Wealth Management's CME Position: Q4 2025 in Review

MGB Wealth Management increased its CME Group (CME) stake by 0.65% in Q4 2025, buying an estimated $9.78K and bringing the position to 5,545 shares worth $1.51M. The position accounts for 0.43% of the portfolio, ranked #51.

MGB Wealth Management first reported a position in CME in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.52M in Q2 2025. 1,731 funds tracked by Wall St. Rank hold CME as of Q4 2025.

MGB Wealth Management held 5,545 shares of CME Group worth $1.51M as of Q4 2025.
MGB Wealth Management bought 36 CME Group shares in Q4 2025, an estimated $9.78K.
CME Group made up 0.43% of MGB Wealth Management's portfolio in Q4 2025, its #51 holding.
MGB Wealth Management first reported a position in CME Group in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's CME Group position peaked at $1.52M in Q2 2025.
1,731 funds tracked by Wall St. Rank held CME Group as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.