True Wealth Design’s CAE Inc CAE Stock Holding History

True Wealth Design’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
2025 Q4	–	Sell	-7	Closed	-$208	–	2608
2025 Q3	$208	Buy	+7	New	+$197	﹤0.01%	2294

Other funds holding CAE

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

True Wealth Design's CAE Position: Q4 2025 in Review

True Wealth Design sold out of CAE Inc (CAE) in Q4 2025, closing a stake of 7 shares — an estimated $208 sold.

True Wealth Design first reported a position in CAE in Q3 2025 and held it in 1 quarter. The position peaked at $208 in Q3 2025. 265 funds tracked by Wall St. Rank hold CAE as of Q4 2025.

True Wealth Design reported no remaining CAE Inc position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 7 CAE Inc shares in Q4 2025, an estimated $208.
True Wealth Design first reported a position in CAE Inc in Q3 2025 and held it in 1 quarter.
True Wealth Design's CAE Inc position peaked at $208 in Q3 2025.
265 funds tracked by Wall St. Rank held CAE Inc as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.