Position in CBRE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$210,924
-$37,645 QoQ
Shares Held
1,566
-14.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#817
of 1,064 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026GeoWealth Management, LLC holds $210,924 across 1 Real Estate Services name. CBRE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
1,566 | $210,924 |
All Filings in CBRE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,924 | 1,566 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $248,569 | 1,835 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $280,417 | 1,744 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,230,858 | 7,812 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $241,426 | 1,723 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $245,212 | 1,875 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $298,684 | 2,275 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $345,432 | 2,775 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $198,537 | 2,228 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $322,156 | 3,313 | Shares | Other | 2024-05-15 | |
| 2023-09-30 | $113,079 | 1,531 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $60,128 | 745 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $48,418 | 665 | Shares | Other | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||