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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
2026
Q2 		$211K Sell
1,566
-269
-15% -$37.1K 0.01% 769
2026
Q1 		$249K Buy
1,835
+91
+5% +$13.8K 0.01% 671
2025
Q4 		$280K Sell
1,744
-6,068
-78% -$954K 0.01% 586
2025
Q3 		$1.23M Buy
7,812
+6,089
+353% +$942K 0.04% 257
2025
Q2 		$241K Sell
1,723
-152
-8% -$19.2K 0.01% 608
2025
Q1 		$245K Sell
1,875
-400
-18% -$54.4K 0.01% 604
2024
Q4 		$299K Sell
2,275
-500
-18% -$65.5K 0.01% 625
2024
Q3 		$345K Buy
2,775
+547
+25% +$59.6K 0.01% 564
2024
Q2 		$199K Sell
2,228
-1,085
-33% -$96.3K 0.01% 694
2024
Q1 		$322K Buy
+3,313
New +$298K 0.01% 556
2023
Q4 		– Sell
-1,531
Closed -$113K – 678
2023
Q3 		$113K Buy
1,531
+786
+106% +$65.2K 0.01% 325
2023
Q2 		$60K Buy
745
+80
+12% +$5.99K 0.01% 322
2023
Q1 		$48K Buy
+665
New +$54.3K 0.01% 290

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

GeoWealth Management's CBRE Position: Q2 2026 in Review

GeoWealth Management reduced its CBRE Group (CBRE) stake by 15% in Q2 2026, selling an estimated $37.1K and leaving 1,566 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #769.

GeoWealth Management first reported a position in CBRE in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.23M in Q3 2025. 1,076 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • GeoWealth Management held 1,566 shares of CBRE Group worth $211K as of Q2 2026.
  • GeoWealth Management sold 269 CBRE Group shares in Q2 2026, an estimated $37.1K.
  • CBRE Group made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #769 holding.
  • GeoWealth Management first reported a position in CBRE Group in Q1 2023 and has held it in 13 quarters since.
  • GeoWealth Management's CBRE Group position peaked at $1.23M in Q3 2025.
  • 1,076 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.