Triad Wealth Partners’s CME Group CME Stock Holding History

Triad Wealth Partners’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 Q3	$479K	Buy	1,828 +178	+11%	+$46.9K	0.03%	332
2026 Q2	$439K	Sell	1,650 -3	-0.2%	-$830	0.03%	349
2026 Q1	$488K	Buy	1,653 +199	+14%	+$59.1K	0.04%	279
2025 Q4	$397K	Buy	1,454 +86	+6%	+$23.4K	0.04%	315
2025 Q3	$370K	Buy	1,368 +78	+6%	+$21.2K	0.05%	249
2025 Q2	$356K	Buy	1,290 +5	+0.4%	+$1.36K	0.07%	193
2025 Q1	$341K	Buy	1,285 +32	+3%	+$7.89K	0.11%	143
2024 Q4	$291K	Buy	+1,253	New	+$288K	0.11%	137
2024 Q3	–	Sell	-935	Closed	-$184K	–	210
2024 Q2	$184K	Buy	+935	New	+$193K	0.1%	100

Other funds holding CME

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Alphabet Inc Mountain View, California $88.3B AUM 46.07% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Triad Wealth Partners's CME Position: Q3 2026 in Review

Triad Wealth Partners increased its CME Group (CME) stake by 11% in Q3 2026, buying an estimated $46.9K and bringing the position to 1,828 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #332.

Triad Wealth Partners first reported a position in CME in Q2 2024 and has held it in 9 quarters since. The position peaked at $488K in Q1 2026. 1,099 funds tracked by Wall St. Rank hold CME as of Q3 2026.

Triad Wealth Partners held 1,828 shares of CME Group worth $479K as of Q3 2026.
Triad Wealth Partners bought 178 CME Group shares in Q3 2026, an estimated $46.9K.
CME Group made up 0.03% of Triad Wealth Partners's portfolio in Q3 2026, its #332 holding.
Triad Wealth Partners first reported a position in CME Group in Q2 2024 and has held it in 9 quarters since.
Triad Wealth Partners's CME Group position peaked at $488K in Q1 2026.
1,099 funds tracked by Wall St. Rank held CME Group as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.