Position in CME
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$467,717
-$39,694 QoQ
Shares Held
2,118
+23.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,103
of 1,680 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 2%
Shared 1%
None 97%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $6,501,806 across 5 Financial Data & Stock Exchanges names. CME ranks #5 (7.2% of the industry book) .
All Filings in CME
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,717 | 2,118 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $507,411 | 1,718 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $357,734 | 1,310 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $341,520 | 1,264 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $364,920 | 1,324 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $323,919 | 1,221 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $423,355 | 1,823 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $438,872 | 1,989 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $386,908 | 1,968 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $311,524 | 1,447 | Shares | Other | 2024-05-15 | |
| 2020-06-30 | $4,541,530 | 27,941 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $5,090,643 | 29,441 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||