GC Wealth Management RIA, LLC
Position in CDNS — Cadence Design Systems Inc
CIK 2011169
Cambridge, MA
Position in CDNS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$234,950
+$23,769 QoQ
Shares Held
626
-17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,172
of 1,494 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GC Wealth Management RIA, LLC holds $50,131,075 across 17 Software - Application names. CDNS ranks #17 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
85,099 | $13,331,609 | |
| 2 | NOW |
ServiceNow, Inc.
|
114,088 | $11,326,656 | |
| 3 | SNOW |
Snowflake Inc.
|
27,326 | $6,954,467 | |
| 4 | UBER |
Uber Technologies, Inc
|
59,626 | $4,302,612 | |
| 5 | SHOP |
Shopify Inc.
|
27,934 | $3,189,504 | |
| 6 | SAP |
Sap SE
|
13,173 | $2,030,091 | |
| 7 | INTU |
Intuit Inc.
|
7,741 | $2,020,401 | |
| 8 | ADSK |
Autodesk, Inc.
|
9,620 | $1,870,320 |
All Filings in CDNS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,950 | 626 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $211,181 | 760 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $358,841 | 1,148 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,615,444 | 4,599 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $550,972 | 1,788 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||