True Wealth Design’s CME Group CME Stock Holding History

True Wealth Design’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 Q3	$122K	Sell	467 -74	-14%	-$19.5K	0.03%	226
2026 Q2	$119K	Buy	541 +4	+0.7%	+$1.11K	0.03%	210
2026 Q1	$159K	Buy	537 +14	+3%	+$4.16K	0.04%	123
2025 Q4	$143K	Sell	523 -130	-20%	-$35.3K	0.04%	127
2025 Q3	$176K	Sell	653 -55	-8%	-$15K	0.05%	81
2025 Q2	$195K	Buy	708 +9	+1%	+$2.45K	0.07%	49
2025 Q1	$185K	Buy	699 +31	+5%	+$7.65K	0.07%	37
2024 Q4	$155K	Buy	668 +89	+15%	+$20.5K	0.06%	38
2024 Q3	$128K	Buy	+579	New	+$120K	0.05%	43
2024 Q2	–	Sell	-24	Closed	-$5.17K	–	788
2024 Q1	$5.17K	Hold	24	–	–	﹤0.01%	276
2023 Q4	$5.06K	Buy	+24	New	+$5.12K	﹤0.01%	266

Other funds holding CME

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

True Wealth Design's CME Position: Q3 2026 in Review

True Wealth Design reduced its CME Group (CME) stake by 14% in Q3 2026, selling an estimated $19.5K and leaving 467 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #226.

True Wealth Design first reported a position in CME in Q4 2023 and has held it in 11 quarters since. The position peaked at $195K in Q2 2025. 338 funds tracked by Wall St. Rank hold CME as of Q3 2026.

True Wealth Design held 467 shares of CME Group worth $122K as of Q3 2026.
True Wealth Design sold 74 CME Group shares in Q3 2026, an estimated $19.5K.
CME Group made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #226 holding.
True Wealth Design first reported a position in CME Group in Q4 2023 and has held it in 11 quarters since.
True Wealth Design's CME Group position peaked at $195K in Q2 2025.
338 funds tracked by Wall St. Rank held CME Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.