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Whalen Wealth Management’s CME Group CME Stock Holding History

Whalen 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
Q3 		– Sell
-1,386
Closed -$306K – 215
2026
Q2 		$306K Buy
+1,386
New +$383K 0.14% 161
2025
Q3 		– Sell
-3,724
Closed -$1.03M – 191
2025
Q2 		$1.03M Buy
+3,724
New +$1.01M 0.64% 47

Other funds holding CME

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Whalen Wealth Management's CME Position: Q3 2026 in Review

Whalen Wealth Management sold out of CME Group (CME) in Q3 2026, closing a stake of 1,386 shares — an estimated $306K sold.

Whalen Wealth Management first reported a position in CME in Q2 2025 and held it in 2 quarters. The position peaked at $1.03M in Q2 2025. 59 funds tracked by Wall St. Rank hold CME as of Q3 2026.

  • Whalen Wealth Management reported no remaining CME Group position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 1,386 CME Group shares in Q3 2026, an estimated $306K.
  • Whalen Wealth Management first reported a position in CME Group in Q2 2025 and held it in 2 quarters.
  • Whalen Wealth Management's CME Group position peaked at $1.03M in Q2 2025.
  • 59 funds tracked by Wall St. Rank held CME Group as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.