Position in CDNS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$503,304
+$122,900 QoQ
Shares Held
1,341
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#942
of 1,491 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 10%
Shared 3%
None 87%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GeoWealth Management, LLC holds $14,034,724 across 14 Software - Application names. CDNS ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
22,374 | $3,505,110 | |
| 2 | SAP |
Sap SE
|
13,715 | $2,113,618 | |
| 3 | INTU |
Intuit Inc.
|
7,170 | $1,871,370 | |
| 4 | UBER |
Uber Technologies, Inc
|
22,361 | $1,613,569 | |
| 5 | ADSK |
Autodesk, Inc.
|
5,564 | $1,081,752 | |
| 6 | NOW |
ServiceNow, Inc.
|
10,879 | $1,080,067 | |
| 7 | ADBE |
Adobe Inc.
|
2,524 | $517,470 | |
| 8 | CDNS |
Cadence Design Systems Inc
This page
|
1,341 | $503,304 |
All Filings in CDNS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,304 | 1,341 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $380,404 | 1,369 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $416,043 | 1,331 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $539,535 | 1,536 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $453,904 | 1,473 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $369,541 | 1,453 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $587,699 | 1,956 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $410,881 | 1,516 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $544,409 | 1,769 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $452,601 | 1,454 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $209,997 | 771 | Shares | Other | 2024-02-13 | |
| 2021-12-31 | $104,542 | 561 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $62,696 | 414 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $70,188 | 513 | Shares | Other | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||