Geneos Wealth Management Inc.

Position in CDNS — Cadence Design Systems Inc

CIK 1764754 ENGLEWOOD, CO

Position in CDNS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,501

+$390 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,467

of 1,494 holders

Holding Since

Mar 2020

15 quarters on record

Technology · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $25,911,144 across 43 Software - Application names. CDNS ranks #36 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	98,540	$7,110,646
2	ADP	Automatic Data Processing Inc	16,549	$3,706,148
3	CRM	Salesforce, Inc.	23,606	$3,698,115
4	ADBE	Adobe Inc.	16,922	$3,469,348
5	DDOG	Datadog, Inc.	10,042	$2,614,535
6	DT	Dynatrace, Inc.	35,338	$1,551,691
7	MSTR	Strategy Inc	10,278	$893,466
8	INTU	Intuit Inc.	2,467	$643,887

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,501	4	0.0%	Shares	Sole	2026-08-06
2026-03-31	$1,111	4	0.0%	Shares	Sole	2026-05-05
2025-12-31	$1,250	4	-93.0%	Shares	Sole	2026-01-28
2025-09-30	$20,021	57	-93.9%	Shares	Sole	2025-10-22
2025-06-30	$289,661	940	-41.4%	Shares	Sole	2025-08-18
2025-03-31	$408,199	1,605	+166.6%	Shares	Sole	2025-05-08
2024-12-31	$180,876	602	-0.5%	Shares	Sole	2025-01-21
2024-09-30	$163,973	605	+15025.0%	Shares	Sole	2024-11-14
2024-06-30	$1,231	4	-75.0%	Shares	Sole	2024-07-23
2024-03-31	$4,980	16	+300.0%	Shares	Sole	2024-05-03
2023-12-31	$1,089	4	+33.3%	Shares	Sole	2024-01-26
2023-09-30	$702	3	-98.5%	Shares	Sole	2023-10-11
2021-03-31	$28,082	205	-59.0%	Shares	Sole	2021-06-17
2020-06-30	$47,980	500	0.0%	Shares	Sole	2021-09-07
2020-03-31	$33,020	500	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.