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Livermore
Livermore
ZHEN

Geometric Wealth Advisors

SEC CIK
0001900576
Latest filing
Aug 11, 2026

CME holding history

CME Group Inc. in every 13F filed by Geometric Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CME overviewAll 13F holders of CMEFull Q2 2026 holdings

Shares (Q2 2026)
1,512
Value
$333.9K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of CME by Geometric Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,512$333.9K<0.1%+10+0.7%AddedHolders
Q1 20261,502$443.6K0.1%00.0%UnchangedHolders
Q4 20251,502$410.2K0.1%00.0%UnchangedHolders
Q3 20251,502$405.8K0.1%00.0%UnchangedHolders
Q2 20251,502$414.0K0.1%+2+0.1%AddedHolders
Q1 20251,500$397.9K0.1%00.0%UnchangedHolders
Q4 20241,500$348.3K0.1%00.0%UnchangedHolders
Q3 20241,500$331.0K0.1%00.0%UnchangedHolders
Q2 20241,500$294.9K0.1%00.0%UnchangedHolders
Q1 20241,500$322.9K0.1%00.0%UnchangedHolders
Q4 20231,500$315.9K0.1%00.0%UnchangedHolders
Q3 20231,500$300.3K0.1%00.0%UnchangedHolders
Q2 20231,500$279.2K0.1%00.0%UnchangedHolders
Q1 20231,500$276.6K0.1%00.0%UnchangedHolders
Q4 20221,500$252.2K0.1%00.0%UnchangedHolders
Q3 20221,500$266.0K0.1%00.0%UnchangedHolders
Q2 20221,500$307.0K0.2%−3−0.2%ReducedHolders
Q1 20221,503$358.0K1.1%+3+0.2%AddedHolders
Q4 20211,500$343.0K0.2%–No prior filingHolders