GeoWealth Management’s Cadence Design Systems CDNS Stock Holding History

GeoWealth 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
2025 Q2	$454K	Buy
2025 Q1	$370K	Sell
2024 Q4	$588K	Buy
2024 Q3	$411K	Sell
2024 Q2	$544K	Buy
2024 Q1	$453K	Buy
2023 Q4	$210K	Buy
2022 Q1	–	Sell
2021 Q4	$104K	Buy
2021 Q3	$63K	Sell
2021 Q2	$70K	Buy