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

TriaGen 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 Q2	$243K	Buy	+1,000	New	+$306K	0.06%	170

Other funds holding CBOE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TriaGen Wealth Management's CBOE Position: Q2 2026 in Review

TriaGen Wealth Management sold out of Cboe Global Markets (CBOE) in Q2 2026, closing a stake of 1,958 shares — an estimated $599K sold.

TriaGen Wealth Management first reported a position in CBOE in Q3 2025 and held it in 3 quarters. The position peaked at $550K in Q1 2026. 982 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

TriaGen Wealth Management reported no remaining Cboe Global Markets position as of Q2 2026 after selling out during the quarter.
TriaGen Wealth Management sold 1,958 Cboe Global Markets shares in Q2 2026, an estimated $599K.
TriaGen Wealth Management first reported a position in Cboe Global Markets in Q3 2025 and held it in 3 quarters.
TriaGen Wealth Management's Cboe Global Markets position peaked at $550K in Q1 2026.
982 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.