GWP
CBRE icon

Gen-Wealth Partners’s CBRE Group CBRE Stock Holding History

Gen-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
Q1 		$568K Buy
4,191
+1,345
+47% +$204K 0.18% 115
2025
Q4 		$458K Buy
2,846
+2,322
+443% +$365K 0.15% 142
2025
Q3 		$82.6K Buy
+524
New +$81.1K 0.03% 348

Other funds holding CBRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gen-Wealth Partners's CBRE Position: Q1 2026 in Review

Gen-Wealth Partners increased its CBRE Group (CBRE) stake by 47% in Q1 2026, buying an estimated $204K and bringing the position to 4,191 shares worth $568K. The position accounts for 0.18% of the portfolio, ranked #115.

Gen-Wealth Partners first reported a position in CBRE in Q3 2025 and has held it in 3 quarters since. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Gen-Wealth Partners held 4,191 shares of CBRE Group worth $568K as of Q1 2026.
  • Gen-Wealth Partners bought 1,345 CBRE Group shares in Q1 2026, an estimated $204K.
  • CBRE Group made up 0.18% of Gen-Wealth Partners's portfolio in Q1 2026, its #115 holding.
  • Gen-Wealth Partners first reported a position in CBRE Group in Q3 2025 and has held it in 3 quarters since.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.