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GC Wealth Management RIA’s CBRE Group CBRE Stock Holding History

GC Wealth Management RIA’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
2025
Q4 		– Sell
-4,193
Closed -$661K – 559
2025
Q3 		$661K Buy
4,193
+2,477
+144% +$383K 0.02% 468
2025
Q2 		$240K Buy
+1,716
New +$217K 0.02% 482

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

GC Wealth Management RIA's CBRE Position: Q4 2025 in Review

GC Wealth Management RIA sold out of CBRE Group (CBRE) in Q4 2025, closing a stake of 4,193 shares — an estimated $661K sold.

GC Wealth Management RIA first reported a position in CBRE in Q2 2025 and held it in 2 quarters. The position peaked at $661K in Q3 2025. 1,112 funds tracked by Wall St. Rank hold CBRE as of Q4 2025.

  • GC Wealth Management RIA reported no remaining CBRE Group position as of Q4 2025 after selling out during the quarter.
  • GC Wealth Management RIA sold 4,193 CBRE Group shares in Q4 2025, an estimated $661K.
  • GC Wealth Management RIA first reported a position in CBRE Group in Q2 2025 and held it in 2 quarters.
  • GC Wealth Management RIA's CBRE Group position peaked at $661K in Q3 2025.
  • 1,112 funds tracked by Wall St. Rank held CBRE Group as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.