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Perigon Wealth Management’s Cboe Global Markets CBOE Stock Holding History

Perigon Wealth Management’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$469K Buy
1,670
+163
+11% +$45.4K 0.01% 828
2025
Q4 		$378K Buy
1,507
+22
+1% +$5.47K 0.01% 926
2025
Q3 		$364K Buy
1,485
+79
+6% +$19K 0.01% 875
2025
Q2 		$328K Buy
1,406
+17
+1% +$3.79K 0.01% 813
2025
Q1 		$314K Buy
1,389
+10
+0.7% +$2.07K 0.01% 797
2024
Q4 		$268K Buy
1,379
+3
+0.2% +$618 0.01% 861
2024
Q3 		$282K Buy
1,376
+21
+2% +$4.13K 0.01% 815
2024
Q2 		$231K Buy
1,355
+39
+3% +$6.92K 0.01% 773
2024
Q1 		$242K Sell
1,316
-59
-4% -$10.9K 0.01% 738
2023
Q4 		$246K Buy
+1,375
New +$236K 0.01% 731
2021
Q1 		– Sell
-1,017
Closed -$95K – 573
2020
Q4 		$95K Buy
+1,017
New +$89K 0.01% 552
2018
Q2 		– Sell
-2
Closed – – 292
2018
Q1 		$0 Buy
+2
New +$243 ﹤0.01% 645

Other funds holding CBOE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Perigon Wealth Management's CBOE Position: Q1 2026 in Review

Perigon Wealth Management increased its Cboe Global Markets (CBOE) stake by 11% in Q1 2026, buying an estimated $45.4K and bringing the position to 1,670 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #828.

Perigon Wealth Management first reported a position in CBOE in Q1 2018 and has held it in 12 quarters since. 980 funds tracked by Wall St. Rank hold CBOE as of Q1 2026.

  • Perigon Wealth Management held 1,670 shares of Cboe Global Markets worth $469K as of Q1 2026.
  • Perigon Wealth Management bought 163 Cboe Global Markets shares in Q1 2026, an estimated $45.4K.
  • Cboe Global Markets made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #828 holding.
  • Perigon Wealth Management first reported a position in Cboe Global Markets in Q1 2018 and has held it in 12 quarters since.
  • 980 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.