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 Q2	–	Sell	-8,001	Closed	-$2.36M	–	193
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

TriaGen Wealth Management sold out of CME Group (CME) in Q2 2026, closing a stake of 8,001 shares — an estimated $2.36M sold.

TriaGen Wealth Management first reported a position in CME in Q1 2021 and held it in 10 quarters. The position peaked at $3.62M in Q1 2022. 1,703 funds tracked by Wall St. Rank hold CME as of Q2 2026.

TriaGen Wealth Management reported no remaining CME Group position as of Q2 2026 after selling out during the quarter.
TriaGen Wealth Management sold 8,001 CME Group shares in Q2 2026, an estimated $2.36M.
TriaGen Wealth Management first reported a position in CME Group in Q1 2021 and held it in 10 quarters.
TriaGen Wealth Management's CME Group position peaked at $3.62M in Q1 2022.
1,703 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

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