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Golden State Wealth Management’s CBRE Group CBRE Stock Holding History

Golden State Wealth 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 		$943 Hold
7
– – ﹤0.01% 1488
2026
Q1 		$948 Hold
7
– – ﹤0.01% 1457
2025
Q4 		$1.13K Hold
7
– – ﹤0.01% 1493
2025
Q3 		$1.1K Hold
7
– – ﹤0.01% 1493
2025
Q2 		$981 Hold
7
– – ﹤0.01% 1438
2025
Q1 		$915 Sell
7
-24
-77% -$3.26K ﹤0.01% 1435
2024
Q4 		$4.07K Buy
+31
New +$4.06K ﹤0.01% 1155

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

Golden State Wealth Management's CBRE Position: Q2 2026 in Review

Golden State Wealth Management held its CBRE Group (CBRE) position steady in Q2 2026 at 7 shares worth $943. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Golden State Wealth Management first reported a position in CBRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.07K in Q4 2024. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Golden State Wealth Management held 7 shares of CBRE Group worth $943 as of Q2 2026.
  • Golden State Wealth Management left its CBRE Group share count unchanged in Q2 2026.
  • CBRE Group made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1488 holding.
  • Golden State Wealth Management first reported a position in CBRE Group in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's CBRE Group position peaked at $4.07K in Q4 2024.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.