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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GeoWealth Management's CBRE Position: Q1 2026 in Review

GeoWealth Management increased its CBRE Group (CBRE) stake by 5.2% in Q1 2026, buying an estimated $13.8K and bringing the position to 1,835 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #671.

GeoWealth Management first reported a position in CBRE in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.23M in Q3 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • GeoWealth Management held 1,835 shares of CBRE Group worth $249K as of Q1 2026.
  • GeoWealth Management bought 91 CBRE Group shares in Q1 2026, an estimated $13.8K.
  • CBRE Group made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #671 holding.
  • GeoWealth Management first reported a position in CBRE Group in Q1 2023 and has held it in 12 quarters since.
  • GeoWealth Management's CBRE Group position peaked at $1.23M in Q3 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.