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Opes Wealth Management’s CME Group CME Stock Holding History

Opes 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
Q1 		$423K Buy
1,432
+6
+0.4% +$1.78K 0.07% 100
2025
Q4 		$389K Buy
1,426
+2
+0.1% +$543 0.06% 105
2025
Q3 		$385K Buy
1,424
+11
+0.8% +$2.99K 0.07% 102
2025
Q2 		$389K Hold
1,413
– – 0.07% 106
2025
Q1 		$375K Buy
+1,413
New +$349K 0.08% 104

Other funds holding CME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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
VPM
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

Opes Wealth Management's CME Position: Q1 2026 in Review

Opes Wealth Management increased its CME Group (CME) stake by 0.42% in Q1 2026, buying an estimated $1.78K and bringing the position to 1,432 shares worth $423K. The position accounts for 0.07% of the portfolio, ranked #100.

Opes Wealth Management first reported a position in CME in Q1 2025 and has held it in 5 quarters since. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Opes Wealth Management held 1,432 shares of CME Group worth $423K as of Q1 2026.
  • Opes Wealth Management bought 6 CME Group shares in Q1 2026, an estimated $1.78K.
  • CME Group made up 0.07% of Opes Wealth Management's portfolio in Q1 2026, its #100 holding.
  • Opes Wealth Management first reported a position in CME Group in Q1 2025 and has held it in 5 quarters since.
  • 1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.