Geneos Wealth Management’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
Q2 | $13.3K | Hold |
99
| – | – | ﹤0.01% | 1922 |
|
|
2026
Q1 | $13.4K | Buy |
99
+25
| +34% | +$3.8K | ﹤0.01% | 1907 |
|
|
2025
Q4 | $11.9K | Sell |
74
-105
| -59% | -$16.5K | ﹤0.01% | 1909 |
|
|
2025
Q3 | $28.2K | Sell |
179
-328
| -65% | -$50.7K | ﹤0.01% | 1594 |
|
|
2025
Q2 | $71K | Buy |
507
+61
| +14% | +$7.71K | ﹤0.01% | 1401 |
|
|
2025
Q1 | $58.3K | Buy |
446
+179
| +67% | +$24.3K | ﹤0.01% | 1405 |
|
|
2024
Q4 | $35.1K | Buy |
267
+12
| +5% | +$1.57K | ﹤0.01% | 1461 |
|
|
2024
Q3 | $31.7K | Buy |
255
+245
| +2,450% | +$26.7K | ﹤0.01% | 1369 |
|
|
2024
Q2 | $891 | Sell |
10
-21
| -68% | -$1.86K | ﹤0.01% | 1995 |
|
|
2024
Q1 | $3.01K | Buy |
31
+21
| +210% | +$1.89K | ﹤0.01% | 1808 |
|
|
2023
Q4 | $931 | Buy |
+10
| New | +$777 | ﹤0.01% | 2022 |
|
|
2022
Q1 | – | Sell |
-87
| Closed | -$9K | – | 2782 |
|
|
2021
Q4 | $9K | Sell |
87
-226
| -72% | -$23.2K | ﹤0.01% | 2208 |
|
|
2021
Q3 | $31K | Hold |
313
| – | – | ﹤0.01% | 1708 |
|
|
2021
Q2 | $26K | Sell |
313
-156
| -33% | -$13.3K | ﹤0.01% | 1773 |
|
|
2021
Q1 | $39K | Sell |
469
-111
| -19% | -$7.85K | ﹤0.01% | 1752 |
|
|
2020
Q4 | $33K | Sell |
580
-492
| -46% | -$27.8K | ﹤0.01% | 1659 |
|
|
2020
Q3 | $49K | Buy |
1,072
+200
| +23% | +$9.13K | ﹤0.01% | 1263 |
|
|
2020
Q2 | $37K | Sell |
872
-69
| -7% | -$2.98K | ﹤0.01% | 1354 |
|
|
2020
Q1 | $36K | Buy |
941
+9
| +1% | +$497 | ﹤0.01% | 1243 |
|
|
2019
Q4 | $56K | Hold |
932
| – | – | ﹤0.01% | 1187 |
|
|
2019
Q3 | $49K | Hold |
932
| – | – | ﹤0.01% | 1190 |
|
|
2019
Q2 | $47K | Hold |
932
| – | – | ﹤0.01% | 1219 |
|
|
2019
Q1 | $46K | Buy |
932
+31
| +3% | +$1.46K | ﹤0.01% | 1185 |
|
|
2018
Q4 | $35K | Sell |
901
-648
| -42% | -$26.8K | ﹤0.01% | 1259 |
|
|
2018
Q3 | $68K | Buy |
1,549
+1,049
| +210% | +$50K | ﹤0.01% | 1041 |
|
|
2018
Q2 | $23K | Hold |
500
| – | – | ﹤0.01% | 1382 |
|
|
2018
Q1 | $23K | Sell |
500
-800
| -62% | -$36.4K | ﹤0.01% | 1325 |
|
|
2017
Q4 | $56K | Buy |
1,300
+800
| +160% | +$33.2K | 0.01% | 949 |
|
|
2017
Q3 | $18K | Hold |
500
| – | – | ﹤0.01% | 1353 |
|
|
2017
Q2 | $18K | Sell |
500
-77
| -13% | -$2.68K | ﹤0.01% | 1303 |
|
|
2017
Q1 | $20K | Sell |
577
-183
| -24% | -$6.12K | ﹤0.01% | 1231 |
|
|
2016
Q4 | $23K | Hold |
760
| – | – | ﹤0.01% | 1121 |
|
|
2016
Q3 | $21K | Buy |
760
+260
| +52% | +$7.42K | ﹤0.01% | 1116 |
|
|
2016
Q2 | $12K | Hold |
500
| – | – | ﹤0.01% | 1267 |
|
|
2016
Q1 | $14K | Buy |
+500
| New | +$13.8K | ﹤0.01% | 1187 |
|
Other funds holding CBRE
Geneos Wealth Management's CBRE Position: Q2 2026 in Review
Geneos Wealth Management held its CBRE Group (CBRE) position steady in Q2 2026 at 99 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1922.
Geneos Wealth Management first reported a position in CBRE in Q1 2016 and has held it in 35 quarters since. The position peaked at $71K in Q2 2025. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.
- Geneos Wealth Management held 99 shares of CBRE Group worth $13.3K as of Q2 2026.
- Geneos Wealth Management left its CBRE Group share count unchanged in Q2 2026.
- CBRE Group made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1922 holding.
- Geneos Wealth Management first reported a position in CBRE Group in Q1 2016 and has held it in 35 quarters since.
- Geneos Wealth Management's CBRE Group position peaked at $71K in Q2 2025.
- 1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.