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Bogart Wealth LLC’s CAE Inc CAE Stock Holding History

Bogart Wealth LLC’s Portfolio CAE Stock Details CAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.05K Hold
42
– – ﹤0.01% 1607
2026
Q1 		$1.09K Hold
42
– – ﹤0.01% 1427
2025
Q4 		$1.28K Hold
42
– – ﹤0.01% 1265
2025
Q3 		$1.25K Hold
42
– – ﹤0.01% 1244
2025
Q2 		$1.23K Hold
42
– – ﹤0.01% 1200
2025
Q1 		$1.03K Sell
42
-91
-68% -$2.22K ﹤0.01% 1177
2024
Q4 		$3.38K Buy
+133
New +$2.81K ﹤0.01% 981

Other funds holding CAE

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bogart Wealth LLC's CAE Position: Q2 2026 in Review

Bogart Wealth LLC held its CAE Inc (CAE) position steady in Q2 2026 at 42 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

Bogart Wealth LLC first reported a position in CAE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.38K in Q4 2024. 282 funds tracked by Wall St. Rank hold CAE as of Q2 2026.

  • Bogart Wealth LLC held 42 shares of CAE Inc worth $1.05K as of Q2 2026.
  • Bogart Wealth LLC left its CAE Inc share count unchanged in Q2 2026.
  • CAE Inc made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1607 holding.
  • Bogart Wealth LLC first reported a position in CAE Inc in Q4 2024 and has held it in 7 quarters since.
  • Bogart Wealth LLC's CAE Inc position peaked at $3.38K in Q4 2024.
  • 282 funds tracked by Wall St. Rank held CAE Inc as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.