Geneos Wealth Management’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71K | Sell |
507
-647
| -56% | -$90.7K | ﹤0.01% | 1401 |
|
|
2025
Q1 | $151K | Buy |
1,154
+887
| +332% | +$116K | ﹤0.01% | 1359 |
|
|
2024
Q4 | $35.1K | Buy |
267
+12
| +5% | +$1.58K | ﹤0.01% | 1461 |
|
|
2024
Q3 | $31.7K | Buy |
255
+245
| +2,450% | +$30.5K | ﹤0.01% | 1369 |
|
|
2024
Q2 | $891 | Sell |
10
-21
| -68% | -$1.87K | ﹤0.01% | 1995 |
|
|
2024
Q1 | $3.01K | Buy |
31
+21
| +210% | +$2.04K | ﹤0.01% | 1808 |
|
|
2023
Q4 | $931 | Buy |
+10
| New | +$931 | ﹤0.01% | 2022 |
|
|
2022
Q1 | – | Sell |
-87
| Closed | -$9K | – | 2781 |
|
|
2021
Q4 | $9K | Sell |
87
-226
| -72% | -$23.4K | ﹤0.01% | 2208 |
|
|
2021
Q3 | $31K | Hold |
313
| – | – | ﹤0.01% | 1708 |
|
|
2021
Q2 | $26K | Sell |
313
-156
| -33% | -$13K | ﹤0.01% | 1773 |
|
|
2021
Q1 | $39K | Sell |
469
-111
| -19% | -$9.23K | ﹤0.01% | 1752 |
|
|
2020
Q4 | $33K | Sell |
580
-492
| -46% | -$28K | ﹤0.01% | 1659 |
|
|
2020
Q3 | $49K | Buy |
1,072
+200
| +23% | +$9.14K | ﹤0.01% | 1263 |
|
|
2020
Q2 | $37K | Sell |
872
-69
| -7% | -$2.93K | ﹤0.01% | 1354 |
|
|
2020
Q1 | $36K | Buy |
941
+9
| +1% | +$344 | ﹤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% | +$1.53K | ﹤0.01% | 1185 |
|
|
2018
Q4 | $35K | Sell |
901
-648
| -42% | -$25.2K | ﹤0.01% | 1259 |
|
|
2018
Q3 | $68K | Buy |
1,549
+1,049
| +210% | +$46.1K | ﹤0.01% | 1041 |
|
|
2018
Q2 | $23K | Hold |
500
| – | – | ﹤0.01% | 1382 |
|
|
2018
Q1 | $23K | Sell |
500
-800
| -62% | -$36.8K | ﹤0.01% | 1325 |
|
|
2017
Q4 | $56K | Buy |
1,300
+800
| +160% | +$34.5K | 0.01% | 949 |
|
|
2017
Q3 | $18K | Hold |
500
| – | – | ﹤0.01% | 1353 |
|
|
2017
Q2 | $18K | Sell |
500
-77
| -13% | -$2.77K | ﹤0.01% | 1303 |
|
|
2017
Q1 | $20K | Sell |
577
-183
| -24% | -$6.34K | ﹤0.01% | 1231 |
|
|
2016
Q4 | $23K | Hold |
760
| – | – | ﹤0.01% | 1121 |
|
|
2016
Q3 | $21K | Buy |
760
+260
| +52% | +$7.18K | ﹤0.01% | 1116 |
|
|
2016
Q2 | $12K | Hold |
500
| – | – | ﹤0.01% | 1267 |
|
|
2016
Q1 | $14K | Buy |
+500
| New | +$14K | ﹤0.01% | 1187 |
|