Perigon Wealth Management
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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
Q3 		$500K Buy
1,815
+253
+16% +$71.7K 0.01% 904
2026
Q2 		$379K Sell
1,562
-108
-6% -$33.1K 0.01% 1013
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% +$3.78K 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% +$4.12K 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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return
Harmony Asset Management
Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Strategic Planning Group
Strategic Planning Group Bountiful, Utah $965M AUM 26.84% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Perigon Wealth Management's CBOE Position: Q3 2026 in Review

Perigon Wealth Management increased its Cboe Global Markets (CBOE) stake by 16% in Q3 2026, buying an estimated $71.7K and bringing the position to 1,815 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #904.

Perigon Wealth Management first reported a position in CBOE in Q1 2018 and has held it in 14 quarters since. 214 funds tracked by Wall St. Rank hold CBOE as of Q3 2026.

  • Perigon Wealth Management held 1,815 shares of Cboe Global Markets worth $500K as of Q3 2026.
  • Perigon Wealth Management bought 253 Cboe Global Markets shares in Q3 2026, an estimated $71.7K.
  • Cboe Global Markets made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #904 holding.
  • Perigon Wealth Management first reported a position in Cboe Global Markets in Q1 2018 and has held it in 14 quarters since.
  • 214 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.