GeoWealth Management’s CBRE Group CBRE Stock Holding History

GeoWealth Management’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 Q2	$241K	Sell
2025 Q1	$245K	Sell
2024 Q4	$299K	Sell
2024 Q3	$345K	Buy
2024 Q2	$199K	Sell
2024 Q1	$322K	Buy
2023 Q4	–	Sell
2023 Q3	$113K	Buy
2023 Q2	$60K	Buy
2023 Q1	$48K	Buy