Capital Planning
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Capital Planning’s Ciena CIEN Stock Holding History

Capital Planning’s Portfolio CIEN Stock Details CIEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-512
Closed -$251K – 86
2026
Q2 		$251K Buy
+512
New +$261K 0.07% 78

Other funds holding CIEN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
North Growth Management
North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $482M AUM 107.4% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Capital Planning's CIEN Position: Q3 2026 in Review

Capital Planning sold out of Ciena (CIEN) in Q3 2026, closing a stake of 512 shares — an estimated $251K sold.

Capital Planning first reported a position in CIEN in Q2 2026 and held it in 1 quarter. The position peaked at $251K in Q2 2026. 348 funds tracked by Wall St. Rank hold CIEN as of Q3 2026.

  • Capital Planning reported no remaining Ciena position as of Q3 2026 after selling out during the quarter.
  • Capital Planning sold 512 Ciena shares in Q3 2026, an estimated $251K.
  • Capital Planning first reported a position in Ciena in Q2 2026 and held it in 1 quarter.
  • Capital Planning's Ciena position peaked at $251K in Q2 2026.
  • 348 funds tracked by Wall St. Rank held Ciena as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.