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Cassaday & Co Wealth Management’s Lightpath Technologies LPTH Stock Holding History

Cassaday & Co Wealth Management’s Portfolio LPTH Stock Details LPTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.7K Buy
+840
New +$11.7K ﹤0.01% 832

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Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIC
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DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cassaday & Co Wealth Management's LPTH Position: Q2 2026 in Review

Cassaday & Co Wealth Management opened a new position in Lightpath Technologies (LPTH) in Q2 2026: 840 shares worth $13.7K. The stake represents ﹤0.01% of the portfolio and ranks #832 among its holdings.

164 funds tracked by Wall St. Rank hold LPTH as of Q2 2026.

  • Cassaday & Co Wealth Management held 840 shares of Lightpath Technologies worth $13.7K as of Q2 2026.
  • Lightpath Technologies was a new Cassaday & Co Wealth Management position in Q2 2026.
  • Lightpath Technologies made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #832 holding.
  • 164 funds tracked by Wall St. Rank held Lightpath Technologies as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.