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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Triad Wealth Partners's CME Position: Q2 2026 in Review

Triad Wealth Partners reduced its CME Group (CME) stake by 0.18% in Q2 2026, selling an estimated $830 and leaving 1,650 shares worth $439K. The position accounts for 0.03% of the portfolio, ranked #349.

Triad Wealth Partners first reported a position in CME in Q2 2024 and has held it in 8 quarters since. The position peaked at $488K in Q1 2026. 1,706 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Triad Wealth Partners held 1,650 shares of CME Group worth $439K as of Q2 2026.
  • Triad Wealth Partners sold 3 CME Group shares in Q2 2026, an estimated $830.
  • CME Group made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #349 holding.
  • Triad Wealth Partners first reported a position in CME Group in Q2 2024 and has held it in 8 quarters since.
  • Triad Wealth Partners's CME Group position peaked at $488K in Q1 2026.
  • 1,706 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.