Cassaday & Co Wealth Management
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Cassaday & Co Wealth Management’s CISO Global CISO Stock Holding History

Cassaday & Co Wealth Management’s Portfolio CISO Stock Details CISO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$186 Buy
+890
New +$223 ﹤0.01% 1213

Other funds holding CISO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Quadrant Private Wealth Management
Quadrant Private Wealth Management Center Valley, Pennsylvania $753M AUM 13.49% 1-Year Est. Return
ORG Wealth Partners
ORG Wealth Partners Dallas, Texas $607M AUM 23.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
American Capital Advisory
American Capital Advisory Ketchum, Idaho $293M AUM 15.31% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cassaday & Co Wealth Management's CISO Position: Q3 2026 in Review

Cassaday & Co Wealth Management opened a new position in CISO Global (CISO) in Q3 2026: 890 shares worth $186. The stake represents ﹤0.01% of the portfolio and ranks #1213 among its holdings.

8 funds tracked by Wall St. Rank hold CISO as of Q3 2026.

  • Cassaday & Co Wealth Management held 890 shares of CISO Global worth $186 as of Q3 2026.
  • CISO Global was a new Cassaday & Co Wealth Management position in Q3 2026.
  • CISO Global made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #1213 holding.
  • 8 funds tracked by Wall St. Rank held CISO Global as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.