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
2026 Q1	$1.11K	Hold	4	–	–	﹤0.01%	2393
2025 Q4	$1.25K	Sell	4 -53	-93%	-$17.3K	﹤0.01%	2385
2025 Q3	$20K	Sell	57 -883	-94%	-$304K	﹤0.01%	1724
2025 Q2	$290K	Sell	940 -1,676	-64%	-$487K	0.01%	871
2025 Q1	$665K	Buy	2,616 +2,014	+335%	+$560K	0.01%	799
2024 Q4	$181K	Sell	602 -3	-0.5%	-$872	0.01%	878
2024 Q3	$164K	Buy	605 +601	+15,025%	+$166K	0.01%	823
2024 Q2	$1.23K	Sell	4 -12	-75%	-$3.55K	﹤0.01%	1955
2024 Q1	$4.98K	Buy	16 +12	+300%	+$3.55K	﹤0.01%	1710
2023 Q4	$1.09K	Buy	4 +1	+33%	+$258	﹤0.01%	2002
2023 Q3	$703	Buy	+3	New	+$702	﹤0.01%	2070
2021 Q2	–	Sell	-205	Closed	-$27K	–	2885
2021 Q1	$27K	Buy	+205	New	+$27.5K	﹤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	+$33.4K	﹤0.01%	1362