Carson Wealth (CWM LLC)’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.92M | Buy |
14,207
+369
| +3% | +$56.1K | 0.01% | 1213 |
|
|
2025
Q4 | $2.23M | Buy |
13,838
+260
| +2% | +$40.9K | 0.01% | 1105 |
|
|
2025
Q3 | $2.14M | Buy |
13,578
+99
| +0.7% | +$15.3K | 0.01% | 1064 |
|
|
2025
Q2 | $1.89M | Sell |
13,479
-8,150
| -38% | -$1.03M | 0.01% | 972 |
|
|
2025
Q1 | $2.83M | Buy |
21,629
+8,001
| +59% | +$1.09M | 0.01% | 715 |
|
|
2024
Q4 | $1.79M | Buy |
13,628
+4,159
| +44% | +$545K | 0.01% | 824 |
|
|
2024
Q3 | $1.18M | Sell |
9,469
-92
| -1% | -$10K | 0.01% | 932 |
|
|
2024
Q2 | $852K | Sell |
9,561
-797
| -8% | -$70.7K | ﹤0.01% | 982 |
|
|
2024
Q1 | $1.01M | Buy |
10,358
+356
| +4% | +$32K | ﹤0.01% | 850 |
|
|
2023
Q4 | $931K | Sell |
10,002
-337
| -3% | -$26.2K | 0.01% | 836 |
|
|
2023
Q3 | $764K | Sell |
10,339
-251
| -2% | -$20.8K | ﹤0.01% | 840 |
|
|
2023
Q2 | $855K | Buy |
10,590
+2,097
| +25% | +$157K | 0.01% | 770 |
|
|
2023
Q1 | $618K | Buy |
8,493
+3,335
| +65% | +$272K | ﹤0.01% | 822 |
|
|
2022
Q4 | $397K | Buy |
5,158
+1,404
| +37% | +$104K | ﹤0.01% | 880 |
|
|
2022
Q3 | $253K | Buy |
3,754
+574
| +18% | +$45.5K | ﹤0.01% | 961 |
|
|
2022
Q2 | $234K | Buy |
3,180
+1,258
| +65% | +$101K | ﹤0.01% | 978 |
|
|
2022
Q1 | $176K | Buy |
1,922
+496
| +35% | +$48.3K | ﹤0.01% | 1091 |
|
|
2021
Q4 | $155K | Buy |
+1,426
| New | +$146K | ﹤0.01% | 1125 |
|
|
2021
Q2 | $68K | Hold |
789
| – | – | ﹤0.01% | 1273 |
|
|
2021
Q1 | $68K | Hold |
789
| – | – | ﹤0.01% | 1273 |
|
|
2020
Q4 | $68K | Hold |
789
| – | – | ﹤0.01% | 1273 |
|
|
2020
Q3 | $68K | Hold |
789
| – | – | ﹤0.01% | 1273 |
|
|
2020
Q2 | $68K | Hold |
789
| – | – | ﹤0.01% | 1273 |
|
|
2020
Q1 | $68K | Hold |
789
| – | – | ﹤0.01% | 1273 |
|
|
2019
Q4 | $68K | Hold |
789
| – | – | ﹤0.01% | 1273 |
|
|
2019
Q3 | $68K | Hold |
789
| – | – | ﹤0.01% | 1273 |
|
|
2019
Q2 | $68K | Hold |
789
| – | – | ﹤0.01% | 1273 |
|
|
2019
Q1 | $68K | Buy |
789
+261
| +49% | +$12.3K | ﹤0.01% | 1273 |
|
|
2018
Q4 | $21K | Buy |
528
+299
| +131% | +$12.4K | ﹤0.01% | 1116 |
|
|
2018
Q3 | $10K | Buy |
229
+77
| +51% | +$3.67K | ﹤0.01% | 1144 |
|
|
2018
Q2 | $7K | Hold |
152
| – | – | ﹤0.01% | 1095 |
|
|
2018
Q1 | $7K | Hold |
152
| – | – | ﹤0.01% | 924 |
|
|
2017
Q4 | $7K | Sell |
152
-81
| -35% | -$3.36K | ﹤0.01% | 974 |
|
|
2017
Q3 | $9K | Buy |
+233
| New | +$8.57K | ﹤0.01% | 911 |
|
|
2013
Q4 | – | Sell |
-123
| Closed | -$3K | – | 632 |
|
|
2013
Q3 | $3K | Buy |
+123
| New | +$2.85K | ﹤0.01% | 412 |
|
Other funds holding CBRE
VPM
VCM
Carson Wealth (CWM LLC)'s CBRE Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its CBRE Group (CBRE) stake by 2.7% in Q1 2026, buying an estimated $56.1K and bringing the position to 14,207 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #1213.
Carson Wealth (CWM LLC) first reported a position in CBRE in Q3 2013 and has held it in 35 quarters since. The position peaked at $2.83M in Q1 2025. 1,081 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.
- Carson Wealth (CWM LLC) held 14,207 shares of CBRE Group worth $1.92M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 369 CBRE Group shares in Q1 2026, an estimated $56.1K.
- CBRE Group made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1213 holding.
- Carson Wealth (CWM LLC) first reported a position in CBRE Group in Q3 2013 and has held it in 35 quarters since.
- Carson Wealth (CWM LLC)'s CBRE Group position peaked at $2.83M in Q1 2025.
- 1,081 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.