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

Geneos Wealth Management’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
2026 Q2	$1.5K	Hold	4	–	–	﹤0.01%	2369
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 -71	-7%	-$20.6K	0.01%	871
2025 Q1	$257K	Buy	1,011 +409	+68%	+$114K	0.01%	825
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

Other funds holding CDNS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geneos Wealth Management's CDNS Position: Q2 2026 in Review

Geneos Wealth Management held its Cadence Design Systems (CDNS) position steady in Q2 2026 at 4 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2369.

Geneos Wealth Management first reported a position in CDNS in Q2 2019 and has held it in 18 quarters since. The position peaked at $290K in Q2 2025. 1,508 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Geneos Wealth Management held 4 shares of Cadence Design Systems worth $1.5K as of Q2 2026.
Geneos Wealth Management left its Cadence Design Systems share count unchanged in Q2 2026.
Cadence Design Systems made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2369 holding.
Geneos Wealth Management first reported a position in Cadence Design Systems in Q2 2019 and has held it in 18 quarters since.
Geneos Wealth Management's Cadence Design Systems position peaked at $290K in Q2 2025.
1,508 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.