Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Ciena CIEN Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$17.3M Sell
44,569
-2,997
-6% -$917K 0.05% 373
2025
Q4 		$11.1M Buy
47,566
+1,718
+4% +$333K 0.03% 485
2025
Q3 		$6.68M Buy
45,848
+19,899
+77% +$2.03M 0.02% 608
2025
Q2 		$2.11M Buy
25,949
+3,491
+16% +$250K 0.01% 929
2025
Q1 		$1.36M Sell
22,458
-60
-0.3% -$4.74K 0.01% 1000
2024
Q4 		$1.91M Sell
22,518
-981
-4% -$70.4K 0.01% 801
2024
Q3 		$1.45M Buy
23,499
+12,938
+123% +$682K 0.01% 841
2024
Q2 		$509K Buy
10,561
+9,239
+699% +$438K ﹤0.01% 1190
2024
Q1 		$65K Sell
1,322
-97
-7% -$5.12K ﹤0.01% 2130
2023
Q4 		$64K Buy
1,419
+41
+3% +$1.81K ﹤0.01% 2024
2023
Q3 		$65K Sell
1,378
-229
-14% -$10.1K ﹤0.01% 1908
2023
Q2 		$68K Sell
1,607
-91
-5% -$4.14K ﹤0.01% 1789
2023
Q1 		$89K Sell
1,698
-553
-25% -$27.6K ﹤0.01% 1552
2022
Q4 		$115K Sell
2,251
-893
-28% -$40.4K ﹤0.01% 1317
2022
Q3 		$127K Buy
3,144
+849
+37% +$40.8K ﹤0.01% 1237
2022
Q2 		$105K Sell
2,295
-40
-2% -$2.07K ﹤0.01% 1299
2022
Q1 		$142K Buy
2,335
+136
+6% +$8.9K ﹤0.01% 1188
2021
Q4 		$169K Buy
+2,199
New +$136K ﹤0.01% 1094
2021
Q2 		$121K Hold
2,124
– – ﹤0.01% 1068
2021
Q1 		$121K Hold
2,124
– – ﹤0.01% 1068
2020
Q4 		$121K Hold
2,124
– – ﹤0.01% 1068
2020
Q3 		$121K Hold
2,124
– – ﹤0.01% 1068
2020
Q2 		$121K Hold
2,124
– – ﹤0.01% 1068
2020
Q1 		$121K Hold
2,124
– – ﹤0.01% 1068
2019
Q4 		$121K Hold
2,124
– – ﹤0.01% 1068
2019
Q3 		$121K Hold
2,124
– – ﹤0.01% 1068
2019
Q2 		$121K Hold
2,124
– – ﹤0.01% 1068
2019
Q1 		$121K Sell
2,124
-114,609
-98% -$4.45M ﹤0.01% 1068
2018
Q4 		$3.96M Buy
116,733
+13,864
+13% +$439K 0.1% 179
2018
Q3 		$3.21M Buy
102,869
+29,388
+40% +$823K 0.08% 218
2018
Q2 		$1.95M Buy
73,481
+5,052
+7% +$128K 0.06% 218
2018
Q1 		$1.77M Buy
68,429
+15
+0% +$353 0.07% 184
2017
Q4 		$1.43M Sell
68,414
-3,506
-5% -$74.3K 0.06% 204
2017
Q3 		$1.58M Buy
71,920
+71,751
+42,456% +$1.72M 0.07% 174
2017
Q2 		$4K Sell
169
-3
-2% -$72 ﹤0.01% 906
2017
Q1 		$4K Buy
+172
New +$4.22K ﹤0.01% 892
2016
Q3 		– Sell
-128
Closed -$2K – 994
2016
Q2 		$2K Hold
128
– – ﹤0.01% 709
2016
Q1 		$2K Hold
128
– – ﹤0.01% 676
2015
Q4 		$3K Hold
128
– – ﹤0.01% 566
2015
Q3 		$3K Buy
+128
New +$2.98K ﹤0.01% 543
2014
Q1 		– Sell
-128
Closed -$3K – 210
2013
Q4 		$3K Hold
128
– – ﹤0.01% 563
2013
Q3 		$3K Buy
+128
New +$2.88K ﹤0.01% 413

Other funds holding CIEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CIEN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Ciena (CIEN) stake by 6.3% in Q1 2026, selling an estimated $917K and leaving 44,569 shares worth $17.3M. The position accounts for 0.05% of the portfolio, ranked #373.

Carson Wealth (CWM LLC) first reported a position in CIEN in Q3 2013 and has held it in 42 quarters since. 1,080 funds tracked by Wall St. Rank hold CIEN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 44,569 shares of Ciena worth $17.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,997 Ciena shares in Q1 2026, an estimated $917K.
  • Ciena made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #373 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ciena in Q3 2013 and has held it in 42 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Ciena as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.