AWM
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Apollon Wealth Management’s CBRE Group CBRE Stock Holding History

Apollon Wealth Management’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$689K Sell
5,117
-199
-4% -$27.4K 0.01% 882
2026
Q1 		$720K Buy
5,316
+232
+5% +$35.3K 0.01% 722
2025
Q4 		$817K Buy
5,084
+510
+11% +$80.2K 0.01% 658
2025
Q3 		$721K Sell
4,574
-768
-14% -$119K 0.01% 697
2025
Q2 		$749K Sell
5,342
-211
-4% -$26.7K 0.01% 637
2025
Q1 		$726K Sell
5,553
-317
-5% -$43.1K 0.02% 605
2024
Q4 		$771K Sell
5,870
-246
-4% -$32.2K 0.02% 601
2024
Q3 		$761K Buy
6,116
+2,219
+57% +$242K 0.02% 566
2024
Q2 		$347K Sell
3,897
-1,466
-27% -$130K 0.01% 801
2024
Q1 		$521K Buy
5,363
+1,732
+48% +$156K 0.02% 682
2023
Q4 		$338K Sell
3,631
-374
-9% -$29.1K 0.01% 789
2023
Q3 		$296K Sell
4,005
-1,195
-23% -$99.1K 0.01% 705
2023
Q2 		$420K Sell
5,200
-4,236
-45% -$317K 0.02% 651
2023
Q1 		$687K Buy
9,436
+155
+2% +$12.7K 0.04% 437
2022
Q4 		$714K Buy
9,281
+1,703
+22% +$126K 0.05% 396
2022
Q3 		$512K Buy
7,578
+534
+8% +$42.3K 0.04% 435
2022
Q2 		$519K Buy
+7,044
New +$567K 0.04% 416
2020
Q3 		– Sell
-4,205
Closed -$190K – 233
2020
Q2 		$190K Buy
+4,205
New +$181K 0.1% 113

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Apollon Wealth Management's CBRE Position: Q2 2026 in Review

Apollon Wealth Management reduced its CBRE Group (CBRE) stake by 3.7% in Q2 2026, selling an estimated $27.4K and leaving 5,117 shares worth $689K. The position accounts for 0.01% of the portfolio, ranked #882.

Apollon Wealth Management first reported a position in CBRE in Q2 2020 and has held it in 18 quarters since. The position peaked at $817K in Q4 2025. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Apollon Wealth Management held 5,117 shares of CBRE Group worth $689K as of Q2 2026.
  • Apollon Wealth Management sold 199 CBRE Group shares in Q2 2026, an estimated $27.4K.
  • CBRE Group made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #882 holding.
  • Apollon Wealth Management first reported a position in CBRE Group in Q2 2020 and has held it in 18 quarters since.
  • Apollon Wealth Management's CBRE Group position peaked at $817K in Q4 2025.
  • 1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.