Geneos Wealth Management’s Cadence Design Systems CDNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
940
-1,676
| -64% | -$516K | 0.01% | 871 |
|
|
2025
Q1 | $665K | Buy |
2,616
+2,014
| +335% | +$512K | 0.01% | 799 |
|
|
2024
Q4 | $181K | Sell |
602
-3
| -0.5% | -$901 | 0.01% | 878 |
|
|
2024
Q3 | $164K | Buy |
605
+601
| +15,025% | +$163K | 0.01% | 823 |
|
|
2024
Q2 | $1.23K | Sell |
4
-12
| -75% | -$3.69K | ﹤0.01% | 1955 |
|
|
2024
Q1 | $4.98K | Buy |
16
+12
| +300% | +$3.74K | ﹤0.01% | 1710 |
|
|
2023
Q4 | $1.09K | Buy |
4
+1
| +33% | +$272 | ﹤0.01% | 2002 |
|
|
2023
Q3 | $703 | Buy |
+3
| New | +$703 | ﹤0.01% | 2070 |
|
|
2021
Q2 | – | Sell |
-205
| Closed | -$27K | – | 2885 |
|
|
2021
Q1 | $27K | Buy |
+205
| New | +$27K | ﹤0.01% | 1913 |
|
|
2020
Q3 | – | Sell |
-500
| Closed | -$46K | – | 2638 |
|
|
2020
Q2 | $46K | Hold |
500
| – | – | ﹤0.01% | 1248 |
|
|
2020
Q1 | $31K | Hold |
500
| – | – | ﹤0.01% | 1322 |
|
|
2019
Q4 | $35K | Hold |
500
| – | – | ﹤0.01% | 1431 |
|
|
2019
Q3 | $32K | Hold |
500
| – | – | ﹤0.01% | 1388 |
|
|
2019
Q2 | $35K | Buy |
+500
| New | +$35K | ﹤0.01% | 1362 |
|