Position in CBRE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$775,006
+$207,294 QoQ
Shares Held
5,754
+37.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#583
of 1,064 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Gen-Wealth Partners Inc holds $784,313 across 2 Real Estate Services names. CBRE ranks #1 (98.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
5,754 | $775,006 | |
| 2 | OPEN |
Opendoor Technologies Inc.
|
2,201 | $9,307 |
All Filings in CBRE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $775,006 | 5,754 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $567,712 | 4,191 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $457,608 | 2,846 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $82,561 | 524 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||