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Peak Planning Group’s CME Group CME Stock Holding History

Peak Planning 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
2025
Q3 		– Sell
-993
Closed -$274K – 96
2025
Q2 		$274K Buy
993
+5
+0.5% +$1.36K 0.18% 70
2025
Q1 		$262K Buy
+988
New +$244K 0.11% 100
2022
Q3 		– Sell
-1,270
Closed -$260K – 80
2022
Q2 		$260K Buy
+1,270
New +$269K 0.22% 64
2021
Q4 		$291K Sell
1,273
-12
-0.9% -$2.64K 0.21% 65
2021
Q3 		$249K Buy
+1,285
New +$260K 0.21% 69
2021
Q1 		$235K Buy
+1,151
New +$227K 0.23% 69

Other funds holding CME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Peak Planning Group's CME Position: Q3 2025 in Review

Peak Planning Group sold out of CME Group (CME) in Q3 2025, closing a stake of 993 shares — an estimated $274K sold.

Peak Planning Group first reported a position in CME in Q1 2021 and held it in 6 quarters. The position peaked at $291K in Q4 2021. 1,653 funds tracked by Wall St. Rank hold CME as of Q3 2025.

  • Peak Planning Group reported no remaining CME Group position as of Q3 2025 after selling out during the quarter.
  • Peak Planning Group sold 993 CME Group shares in Q3 2025, an estimated $274K.
  • Peak Planning Group first reported a position in CME Group in Q1 2021 and held it in 6 quarters.
  • Peak Planning Group's CME Group position peaked at $291K in Q4 2021.
  • 1,653 funds tracked by Wall St. Rank held CME Group as of Q3 2025.

Based on Peak Planning Group's 13F filing for Q3 2025, filed 26 May 2026.