TWM
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TriaGen Wealth Management’s CME Group CME Stock Holding History

TriaGen Wealth Management’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 		$2.36M Sell
8,001
-547
-6% -$162K 0.65% 37
2025
Q4 		$2.33M Sell
8,548
-9
-0.1% -$2.45K 0.6% 38
2025
Q3 		$2.31M Sell
8,557
-69
-0.8% -$18.8K 0.6% 49
2025
Q2 		$2.38M Hold
8,626
– – 0.72% 38
2025
Q1 		$2.29M Buy
+8,626
New +$2.13M 0.81% 29
2022
Q2 		– Sell
-15,235
Closed -$3.62M – 163
2022
Q1 		$3.62M Buy
15,235
+6,515
+75% +$1.53M 1.88% 8
2021
Q4 		$1.99M Hold
8,720
– – 0.98% 31
2021
Q3 		$1.69M Sell
8,720
-25
-0.3% -$5.07K 0.92% 34
2021
Q2 		$1.85M Sell
8,745
-8,835
-50% -$1.87M 0.96% 31
2021
Q1 		$3.59M Buy
+17,580
New +$3.46M 2.06% 5

Other funds holding CME

BlackRock
BlackRock New York $5.7T 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 $1.47T 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