GeoWealth 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
Q2
$504K Sell
1,341
-28
-2% -$9.81K 0.02% 499
2026
Q1
$381K Buy
1,369
+38
+3% +$11.3K 0.01% 535
2025
Q4
$416K Sell
1,331
-205
-13% -$66.9K 0.02% 485
2025
Q3
$539K Buy
1,536
+63
+4% +$21.7K 0.02% 432
2025
Q2
$454K Buy
1,473
+20
+1% +$5.82K 0.02% 421
2025
Q1
$370K Sell
1,453
-503
-26% -$140K 0.01% 496
2024
Q4
$588K Buy
1,956
+440
+29% +$128K 0.02% 431
2024
Q3
$411K Sell
1,516
-253
-14% -$69.9K 0.01% 505
2024
Q2
$544K Buy
1,769
+315
+22% +$93.3K 0.02% 410
2024
Q1
$453K Buy
1,454
+683
+89% +$202K 0.02% 467
2023
Q4
$210K Buy
+771
New +$199K 0.02% 494
2022
Q1
Sell
-561
Closed -$104K 396
2021
Q4
$104K Buy
561
+147
+36% +$25.6K 0.01% 307
2021
Q3
$63K Sell
414
-99
-19% -$15.1K 0.01% 333
2021
Q2
$70K Buy
+513
New +$68K 0.01% 231

Other funds holding CDNS

GeoWealth Management's CDNS Position: Q2 2026 in Review

GeoWealth Management reduced its Cadence Design Systems (CDNS) stake by 2% in Q2 2026, selling an estimated $9.81K and leaving 1,341 shares worth $504K. The position accounts for 0.02% of the portfolio, ranked #499.

GeoWealth Management first reported a position in CDNS in Q2 2021 and has held it in 14 quarters since. The position peaked at $588K in Q4 2024. 1,495 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • GeoWealth Management held 1,341 shares of Cadence Design Systems worth $504K as of Q2 2026.
  • GeoWealth Management sold 28 Cadence Design Systems shares in Q2 2026, an estimated $9.81K.
  • Cadence Design Systems made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #499 holding.
  • GeoWealth Management first reported a position in Cadence Design Systems in Q2 2021 and has held it in 14 quarters since.
  • GeoWealth Management's Cadence Design Systems position peaked at $588K in Q4 2024.
  • 1,495 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.