Geneos Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$20K Sell
2025
Q2
$290K Sell
2025
Q1
$665K Buy
2024
Q4
$181K Sell
2024
Q3
$164K Buy
2024
Q2
$1.23K Sell
2024
Q1
$4.98K Buy
2023
Q4
$1.09K Buy
2023
Q3
$703 Buy
2021
Q2
Sell
2021
Q1
$27K Buy
2020
Q3
Sell
2020
Q2
$46K Hold
2020
Q1
$31K Hold
2019
Q4
$35K Hold
2019
Q3
$32K Hold
2019
Q2
$35K Buy