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Twin Peaks Wealth Advisors’s CBRE Group CBRE Stock Holding History

Twin Peaks Wealth Advisors’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 		$39.8K Buy
+294
New +$44.7K 0.01% 487
2025
Q3 		– Sell
-211
Closed -$32.9K – 479
2025
Q2 		$32.9K Buy
+211
New +$26.7K 0.01% 449

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

Twin Peaks Wealth Advisors's CBRE Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in CBRE Group (CBRE) in Q1 2026: 294 shares worth $39.8K. The stake represents 0.01% of the portfolio and ranks #487 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CBRE as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CBRE in Q2 2025 and has held it in 2 quarters since. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Twin Peaks Wealth Advisors held 294 shares of CBRE Group worth $39.8K as of Q1 2026.
  • CBRE Group was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • CBRE Group made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #487 holding.
  • Twin Peaks Wealth Advisors first reported a position in CBRE Group in Q2 2025 and has held it in 2 quarters since.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.