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Livermore
Livermore
ZHEN

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

CBRE holding history

Cbre Group, Inc. in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CBRE overviewAll 13F holders of CBREFull Q2 2026 holdings

Shares (Q2 2026)
7,181
Value
$967.2K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CBRE by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,181$967.2K0.1%+576+8.7%AddedHolders
Q1 20266,605$894.7K0.1%+207+3.2%AddedHolders
Q4 20256,398$1.03M0.1%+256+4.2%AddedHolders
Q3 20256,142$967.7K0.1%−43−0.7%ReducedHolders
Q2 20256,185$866.6K0.1%+230+3.9%AddedHolders
Q1 20255,955$778.8K0.1%+36+0.6%AddedHolders
Q4 20245,919$777.1K0.1%00.0%UnchangedHolders
Q3 20245,919$736.8K0.1%00.0%UnchangedHolders
Q2 20245,919$527.4K0.1%−127−2.1%ReducedHolders
Q1 20246,046$587.9K0.1%00.0%UnchangedHolders
Q4 20236,046$562.8K0.1%00.0%UnchangedHolders
Q3 20236,046$446.6K0.1%+619+11.4%AddedHolders
Q2 20235,427$438.0K0.1%00.0%UnchangedHolders
Q1 20235,427$395.1K0.1%00.0%UnchangedHolders
Q4 20225,427$417.7K0.1%+118+2.2%AddedHolders
Q3 20225,309$359.0K0.1%00.0%UnchangedHolders
Q2 20225,309$391.0K0.1%+158+3.1%AddedHolders
Q1 20225,151$472.0K0.1%−64−1.2%ReducedHolders
Q4 20215,215$566.0K0.1%−48−0.9%ReducedHolders
Q3 20215,263$512.0K0.1%+2,594+97.2%AddedHolders
Q2 20212,669$229.0K<0.1%−986−27.0%ReducedHolders
Q1 20213,655$289.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.