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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
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

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

Triad Wealth Partners's CME Position: Q1 2026 in Review

Triad Wealth Partners increased its CME Group (CME) stake by 14% in Q1 2026, buying an estimated $59.1K and bringing the position to 1,653 shares worth $488K. The position accounts for 0.04% of the portfolio, ranked #279.

Triad Wealth Partners first reported a position in CME in Q2 2024 and has held it in 7 quarters since. 1,791 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Triad Wealth Partners held 1,653 shares of CME Group worth $488K as of Q1 2026.
  • Triad Wealth Partners bought 199 CME Group shares in Q1 2026, an estimated $59.1K.
  • CME Group made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #279 holding.
  • Triad Wealth Partners first reported a position in CME Group in Q2 2024 and has held it in 7 quarters since.
  • 1,791 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.