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
Q2 		$775K Buy
5,754
+1,563
+37% +$215K 0.22% 98
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gen-Wealth Partners's CBRE Position: Q2 2026 in Review

Gen-Wealth Partners increased its CBRE Group (CBRE) stake by 37% in Q2 2026, buying an estimated $215K and bringing the position to 5,754 shares worth $775K. The position accounts for 0.22% of the portfolio, ranked #98.

Gen-Wealth Partners first reported a position in CBRE in Q3 2025 and has held it in 4 quarters since. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Gen-Wealth Partners held 5,754 shares of CBRE Group worth $775K as of Q2 2026.
  • Gen-Wealth Partners bought 1,563 CBRE Group shares in Q2 2026, an estimated $215K.
  • CBRE Group made up 0.22% of Gen-Wealth Partners's portfolio in Q2 2026, its #98 holding.
  • Gen-Wealth Partners first reported a position in CBRE Group in Q3 2025 and has held it in 4 quarters since.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.