TWD
CBRE icon

True Wealth Design’s CBRE Group CBRE Stock Holding History

True Wealth Design’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 		$36.1K Buy
268
+186
+227% +$25.6K 0.01% 605
2026
Q1 		$11.1K Buy
82
+30
+58% +$4.56K ﹤0.01% 940
2025
Q4 		$8.31K Buy
52
+1
+2% +$157 ﹤0.01% 925
2025
Q3 		$7.99K Buy
51
+11
+28% +$1.7K ﹤0.01% 917
2025
Q2 		$5.61K Buy
40
+11
+38% +$1.39K ﹤0.01% 764
2025
Q1 		$3.79K Sell
29
-140
-83% -$19K ﹤0.01% 773
2024
Q4 		$22.2K Buy
169
+152
+894% +$19.9K 0.01% 309
2024
Q3 		$2.12K Buy
17
+4
+31% +$436 ﹤0.01% 770
2024
Q2 		$1.16K Sell
13
-90
-87% -$7.99K ﹤0.01% 479
2024
Q1 		$10K Buy
103
+97
+1,617% +$8.71K ﹤0.01% 244
2023
Q4 		$559 Hold
6
– – ﹤0.01% 444
2023
Q3 		$444 Hold
6
– – ﹤0.01% 448
2023
Q2 		$485 Hold
6
– – ﹤0.01% 449
2023
Q1 		$437 Hold
6
– – ﹤0.01% 558
2022
Q4 		$462 Buy
+6
New +$443 ﹤0.01% 475

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

True Wealth Design's CBRE Position: Q2 2026 in Review

True Wealth Design increased its CBRE Group (CBRE) stake by 227% in Q2 2026, buying an estimated $25.6K and bringing the position to 268 shares worth $36.1K. The position accounts for 0.01% of the portfolio, ranked #605.

True Wealth Design first reported a position in CBRE in Q4 2022 and has held it in 15 quarters since. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • True Wealth Design held 268 shares of CBRE Group worth $36.1K as of Q2 2026.
  • True Wealth Design bought 186 CBRE Group shares in Q2 2026, an estimated $25.6K.
  • CBRE Group made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #605 holding.
  • True Wealth Design first reported a position in CBRE Group in Q4 2022 and has held it in 15 quarters since.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.