Pinnacle Wealth Planning Services’s CBRE Group CBRE Stock Holding History

Pinnacle Wealth Planning Services’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	$353K	Sell	2,604 -92	-3%	-$14K	0.04%	288
2025 Q4	$433K	Buy	2,696 +29	+1%	+$4.56K	0.05%	233
2025 Q3	$420K	Buy	2,667 +34	+1%	+$5.26K	0.05%	249
2025 Q2	$369K	Buy	2,633 +564	+27%	+$71.3K	0.05%	252
2025 Q1	$271K	Buy	2,069 +30	+1%	+$4.08K	0.04%	284
2024 Q4	$268K	Sell	2,039 -279	-12%	-$36.5K	0.04%	281
2024 Q3	$289K	Buy	+2,318	New	+$253K	0.04%	317
2022 Q1	–	Sell	-1,973	Closed	-$214K	–	439
2021 Q4	$214K	Buy	+1,973	New	+$202K	0.04%	348
2021 Q1	–	Sell	-1,542	Closed	-$97K	–	612
2020 Q4	$97K	Buy	+1,542	New	+$87.1K	0.02%	476

Other funds holding CBRE

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Wealth Planning Services's CBRE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its CBRE Group (CBRE) stake by 3.4% in Q1 2026, selling an estimated $14K and leaving 2,604 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #288.

Pinnacle Wealth Planning Services first reported a position in CBRE in Q4 2020 and has held it in 9 quarters since. The position peaked at $433K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

Pinnacle Wealth Planning Services held 2,604 shares of CBRE Group worth $353K as of Q1 2026.
Pinnacle Wealth Planning Services sold 92 CBRE Group shares in Q1 2026, an estimated $14K.
CBRE Group made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #288 holding.
Pinnacle Wealth Planning Services first reported a position in CBRE Group in Q4 2020 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's CBRE Group position peaked at $433K in Q4 2025.
1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.