Gen-Wealth Partners’s Cadence Design Systems CDNS Stock Holding History

Gen-Wealth Partners’s Portfolio CDNS Stock Details CDNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-898	Closed	-$280K	–	656
2024 Q1	$280K	Buy	+898	New	+$266K	0.14%	163

Other funds holding CDNS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Gen-Wealth Partners's CDNS Position: Q2 2024 in Review

Gen-Wealth Partners sold out of Cadence Design Systems (CDNS) in Q2 2024, closing a stake of 898 shares — an estimated $280K sold.

Gen-Wealth Partners first reported a position in CDNS in Q1 2024 and held it in 1 quarter. The position peaked at $280K in Q1 2024. 1,269 funds tracked by Wall St. Rank hold CDNS as of Q2 2024.

Gen-Wealth Partners reported no remaining Cadence Design Systems position as of Q2 2024 after selling out during the quarter.
Gen-Wealth Partners sold 898 Cadence Design Systems shares in Q2 2024, an estimated $280K.
Gen-Wealth Partners first reported a position in Cadence Design Systems in Q1 2024 and held it in 1 quarter.
Gen-Wealth Partners's Cadence Design Systems position peaked at $280K in Q1 2024.
1,269 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2024.

Based on Gen-Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.