Bogart Wealth LLC’s CBRE Group CBRE Stock Holding History

Bogart Wealth LLC’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	$45.1K	Buy	335 +18	+6%	+$2.48K	﹤0.01%	568
2026 Q1	$42.9K	Sell	317 -2	-0.6%	-$304	﹤0.01%	528
2025 Q4	$51.3K	Buy	319 +14	+5%	+$2.2K	﹤0.01%	462
2025 Q3	$48.1K	Buy	305 +4	+1%	+$619	﹤0.01%	466
2025 Q2	$42.2K	Buy	301 +4	+1%	+$506	﹤0.01%	475
2025 Q1	$38.8K	Sell	297 -26	-8%	-$3.53K	﹤0.01%	467
2024 Q4	$42.4K	Buy	323 +30	+10%	+$3.93K	﹤0.01%	437
2024 Q3	$36.5K	Hold	293	–	–	﹤0.01%	468
2024 Q2	$26.1K	Hold	293	–	–	﹤0.01%	496
2024 Q1	$28.5K	Hold	293	–	–	﹤0.01%	460
2023 Q4	$27.3K	Hold	293	–	–	﹤0.01%	454
2023 Q3	$21.6K	Hold	293	–	–	﹤0.01%	467
2023 Q2	$23.6K	Hold	293	–	–	﹤0.01%	436
2023 Q1	$21.3K	Sell	293 -410	-58%	-$33.5K	﹤0.01%	447
2022 Q4	$54.1K	Hold	703	–	–	﹤0.01%	296
2022 Q3	$47K	Hold	703	–	–	﹤0.01%	304
2022 Q2	$52K	Hold	703	–	–	﹤0.01%	278
2022 Q1	$64K	Hold	703	–	–	0.01%	252
2021 Q4	$76K	Hold	703	–	–	0.01%	221
2021 Q3	$68K	Hold	703	–	–	0.01%	224
2021 Q2	$60K	Hold	703	–	–	0.01%	227
2021 Q1	$56K	Buy	703 +225	+47%	+$15.9K	0.01%	223
2020 Q4	$29K	Hold	478	–	–	0.01%	237
2020 Q3	$22K	Hold	478	–	–	﹤0.01%	250
2020 Q2	$22K	Hold	478	–	–	0.01%	230
2020 Q1	$18K	Hold	478	–	–	﹤0.01%	222
2019 Q4	$29K	Buy	+478	New	+$26.5K	0.01%	211

Other funds holding CBRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bogart Wealth LLC's CBRE Position: Q2 2026 in Review

Bogart Wealth LLC increased its CBRE Group (CBRE) stake by 5.7% in Q2 2026, buying an estimated $2.48K and bringing the position to 335 shares worth $45.1K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Bogart Wealth LLC first reported a position in CBRE in Q4 2019 and has held it in 27 quarters since. The position peaked at $76K in Q4 2021. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Bogart Wealth LLC held 335 shares of CBRE Group worth $45.1K as of Q2 2026.
Bogart Wealth LLC bought 18 CBRE Group shares in Q2 2026, an estimated $2.48K.
CBRE Group made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #568 holding.
Bogart Wealth LLC first reported a position in CBRE Group in Q4 2019 and has held it in 27 quarters since.
Bogart Wealth LLC's CBRE Group position peaked at $76K in Q4 2021.
1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.