Atlantic Edge Private Wealth Management
LITE icon

Atlantic Edge Private Wealth Management’s Lumentum LITE Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio LITE Stock Details LITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$30.1K Buy
31
+7
+29% +$5.92K 0.01% 298
2026
Q2 		$20.6K Buy
+24
New +$21.4K ﹤0.01% 344

Other funds holding LITE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Atlantic Edge Private Wealth Management's LITE Position: Q3 2026 in Review

Atlantic Edge Private Wealth Management increased its Lumentum (LITE) stake by 29% in Q3 2026, buying an estimated $5.92K and bringing the position to 31 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #298.

Atlantic Edge Private Wealth Management first reported a position in LITE in Q2 2026 and has held it in 2 quarters since. 761 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Atlantic Edge Private Wealth Management held 31 shares of Lumentum worth $30.1K as of Q3 2026.
  • Atlantic Edge Private Wealth Management bought 7 Lumentum shares in Q3 2026, an estimated $5.92K.
  • Lumentum made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q3 2026, its #298 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Lumentum in Q2 2026 and has held it in 2 quarters since.
  • 761 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.