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Elevation Wealth Partners’s CBRE Group CBRE Stock Holding History

Elevation Wealth Partners’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
Q3 		$1.16K Sell
9
-8
-47% -$1.15K ﹤0.01% 1295
2026
Q2 		$2.29K Sell
17
-1
-6% -$138 ﹤0.01% 1183
2026
Q1 		$2.44K Sell
18
-10
-36% -$1.52K ﹤0.01% 869
2025
Q4 		$4.5K Buy
28
+9
+47% +$1.42K ﹤0.01% 651
2025
Q3 		$2.99K Buy
+19
New +$2.94K ﹤0.01% 573

Other funds holding CBRE

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Elevation Wealth Partners's CBRE Position: Q3 2026 in Review

Elevation Wealth Partners reduced its CBRE Group (CBRE) stake by 47% in Q3 2026, selling an estimated $1.15K and leaving 9 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Elevation Wealth Partners first reported a position in CBRE in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.5K in Q4 2025. 29 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • Elevation Wealth Partners held 9 shares of CBRE Group worth $1.16K as of Q3 2026.
  • Elevation Wealth Partners sold 8 CBRE Group shares in Q3 2026, an estimated $1.15K.
  • CBRE Group made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1295 holding.
  • Elevation Wealth Partners first reported a position in CBRE Group in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's CBRE Group position peaked at $4.5K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.