Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership2,261 shares
Latest Disclosed Value $ 541,283
Geneos Wealth Management Inc. reports 6.30% decrease in ownership of ADSK / Autodesk, Inc.

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 2,261 shares of Autodesk, Inc. (MX:ADSK) valued at $541,283 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 2,413 shares of Autodesk, Inc.. This represents a change in shares of -6.30% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F AUTODESK COM 052769106 2,261 -152 -6.30 541 -24.23 0.0126
2026-01-28 2025-12-31 13F AUTODESK COM 052769106 2,413 -527 -17.93 714 -23.47 0.0175
2025-10-22 2025-09-30 13F AUTODESK COM 052769106 2,940 -367 -11.10 934 -8.80 0.0237
2025-08-18 2025-06-30 13F AUTODESK COM 052769106 3,307 587 21.58 1,024 43.68 0.0250
2025-05-21 2025-03-31 13F/A-1 AUTODESK COM 052769106 2,720 427 18.62 712 5.17 0.0239
2025-05-08 2025-03-31 13F AUTODESK COM 052769106 3,066 773 803 0.0203
2025-01-21 2024-12-31 13F AUTODESK COM 052769106 2,293 4 0.17 678 7.46 0.0237
2024-11-14 2024-09-30 13F AUTODESK COM 052769106 2,289 -880 -27.77 631 -19.64 0.0241
2024-07-23 2024-06-30 13F AUTODESK COM 052769106 3,169 411 14.90 784 9.19 0.0348
2024-05-03 2024-03-31 13F AUTODESK COM 052769106 2,758 293 11.89 718 19.67 0.0329
2024-01-26 2023-12-31 13F AUTODESK COM 052769106 2,465 147 6.34 600 25.26 0.0296
2023-10-11 2023-09-30 13F AUTODESK COM 052769106 2,318 216 10.28 480 11.40 0.0247
2023-08-08 2023-06-30 13F AUTODESK COM 052769106 2,102 921 77.98 430 75.51 0.0225
2023-04-25 2023-03-31 13F AUTODESK COM 052769106 1,181 -298 -20.15 246 -11.23 0.0149
2023-01-31 2022-12-31 13F AUTODESK COM 052769106 1,479 -157 -9.60 276 -9.51 0.0167
2022-11-14 2022-09-30 13F AUTODESK COM 052769106 1,636 1,286 367.43 305 408.33 0.0210
2022-07-22 2022-06-30 13F AUTODESK COM 052769106 350 -25 -6.67 60 -25.00 0.0030
2022-05-16 2022-03-31 13F AUTODESK COM 052769106 375 -1,548 -80.50 80 -85.19 0.0034
2022-02-09 2021-12-31 13F AUTODESK COM 052769106 1,923 -35 -1.79 540 -2.88 0.0206
2021-11-09 2021-09-30 13F AUTODESK COM 052769106 1,958 475 32.03 556 26.08 0.0213
2021-07-08 2021-06-30 13F AUTODESK COM 052769106 1,483 -81 -5.18 441 -3.29 0.0172
2021-06-17 2021-03-31 13F AUTODESK COM 052769106 1,564 0 0.00 456 11.49 0.0127
2021-05-19 2020-12-31 13F AUTODESK COM 052769106 1,564 96 6.54 409 22.46 0.0164
2021-09-07 2020-09-30 13F AUTODESK COM 052769106 1,468 0 0.00 334 -2.05 0.0173
2021-09-07 2020-06-30 13F AUTODESK COM 052769106 1,468 -100 -6.38 341 54.30 0.0190
2021-09-07 2020-03-31 13F AUTODESK COM 052769106 1,568 0 0.00 221 -23.79 0.0148
2021-09-07 2019-12-31 13F AUTODESK COM 052769106 1,568 0 0.00 290 27.75 0.0155
2021-09-07 2019-09-30 13F AUTODESK COM 052769106 1,568 0 0.00 227 -10.98 0.0136
2021-09-07 2019-06-30 13F AUTODESK COM 052769106 1,568 0 0.00 255 4.51 0.0158
2021-09-07 2019-03-31 13F AUTODESK COM 052769106 1,568 35 2.28 244 25.13 0.0161
2021-09-07 2018-12-31 13F AUTODESK COM 052769106 1,533 -10 -0.65 195 -18.75 0.0144
2021-09-07 2018-09-30 13F AUTODESK COM 052769106 1,543 -70 -4.34 240 13.74 0.0160
2021-09-07 2018-06-30 13F AUTODESK COM 052769106 1,613 0 0.00 211 4.46 0.0164
2021-09-07 2018-03-31 13F AUTODESK COM 052769106 1,613 -124 -7.14 202 10.99 0.0176
2021-09-07 2017-12-31 13F AUTODESK COM 052769106 1,737 -90 -4.93 182 -11.22 0.0163
2021-09-07 2017-09-30 13F AUTODESK COM 052769106 1,827 253 16.07 205 29.75 0.0204
2021-09-07 2017-06-30 13F AUTODESK COM 052769106 1,574 15 0.96 158 17.91 0.0162
2021-09-07 2017-03-31 13F AUTODESK COM 052769106 1,559 1,303 508.98 134 644.44 0.0139
2021-09-07 2016-12-31 13F AUTODESK COM 052769106 256 0 0.00 18 0.00 0.0024
2021-09-07 2016-09-30 13F AUTODESK COM 052769106 256 56 28.00 18 80.00 0.0024
2021-09-07 2016-06-30 13F AUTODESK COM 052769106 200 0 0.00 10 -9.09 0.0015
2021-09-07 2016-03-31 13F AUTODESK COM 052769106 200 200 11 0.0017
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.