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Livermore
Livermore
ZHEN

Vance Wealth, Inc.

SEC CIK
0001910854
Latest filing
Aug 14, 2026

CBRE holding history

Cbre Group, Inc. in every 13F filed by Vance Wealth, 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)
4,871
Value
$656.1K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of CBRE by Vance Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,871$656.1K0.1%00.0%UnchangedHolders
Q1 20264,871$659.8K0.2%−594−10.9%ReducedHolders
Q4 20255,465$878.7K0.3%−587−9.7%ReducedHolders
Q3 20256,052$953.6K0.3%−1,025−14.5%ReducedHolders
Q2 20257,077$991.6K0.3%+21+0.3%AddedHolders
Q1 20257,056$922.8K0.3%−1,490−17.4%ReducedHolders
Q4 20248,546$1.12M0.4%−25−0.3%ReducedHolders
Q3 20248,571$1.07M0.4%−988−10.3%ReducedHolders
Q2 20249,559$851.8K0.3%+7+0.1%AddedHolders
Q1 20249,552$928.8K0.4%−4,931−34.0%ReducedHolders
Q4 202314,483$1.35M0.6%+20.0%AddedHolders
Q3 202314,481$1.07M0.5%00.0%UnchangedHolders
Q2 202314,481$1.17M0.5%00.0%UnchangedHolders
Q1 202314,481$1.05M0.6%00.0%UnchangedHolders
Q4 202214,481$1.11M0.7%00.0%UnchangedHolders
Q3 202214,481$978.0K0.8%00.0%UnchangedHolders
Q2 202214,481$1.07M0.8%00.0%UnchangedHolders
Q1 202214,481$1.32M1.7%−70−0.5%ReducedHolders
Q4 202114,551$1.58M1.5%–No prior filingHolders