Position in CDNS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$70,935
-$208,594 QoQ
Shares Held
189
-79.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,277
of 1,494 holders
Holding Since
Mar 2024
2 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, 2026Gen-Wealth Partners Inc holds $4,441,525 across 14 Software - Application names. CDNS ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
7,314 | $1,145,811 | |
| 2 | UBER |
Uber Technologies, Inc
|
10,298 | $743,103 | |
| 3 | ADBE |
Adobe Inc.
|
3,515 | $720,645 | |
| 4 | SHOP |
Shopify Inc.
|
6,114 | $698,096 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,258 | $505,679 | |
| 6 | ROP |
Roper Technologies Inc
|
781 | $264,282 | |
| 7 | DSGX |
Descartes Systems Group Inc
|
1,836 | $127,124 | |
| 8 | PLUS |
Eplus Inc
|
1,484 | $123,513 |
All Filings in CDNS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,935 | 189 | Shares | Sole | 2026-08-10 | |
| 2024-03-31 | $279,529 | 898 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||