Geneos Wealth Management’s CAE Inc CAE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5K | Hold |
528
| – | – | ﹤0.01% | 2147 |
|
|
2025
Q1 | $39K | Buy |
+528
| New | +$39K | ﹤0.01% | 2037 |
|
|
2024
Q4 | – | Sell |
-528
| Closed | -$9.9K | – | 2891 |
|
|
2024
Q3 | $9.9K | Buy |
+528
| New | +$9.9K | ﹤0.01% | 1845 |
|
|
2022
Q2 | – | Sell |
-932
| Closed | -$24K | – | 2607 |
|
|
2022
Q1 | $24K | Buy |
932
+132
| +17% | +$3.4K | ﹤0.01% | 1705 |
|
|
2021
Q4 | $20K | Hold |
800
| – | – | ﹤0.01% | 1884 |
|
|
2021
Q3 | $24K | Hold |
800
| – | – | ﹤0.01% | 1816 |
|
|
2021
Q2 | $25K | Sell |
800
-10,178
| -93% | -$318K | ﹤0.01% | 1792 |
|
|
2021
Q1 | $343K | Buy |
10,978
+448
| +4% | +$14K | 0.01% | 743 |
|
|
2020
Q4 | $22K | Buy |
+10,530
| New | +$22K | ﹤0.01% | 1841 |
|