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Castle Rock Wealth Management’s Ciena CIEN Stock Holding History

Castle Rock Wealth Management’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 		$1.94M Sell
4,366
-1,612
-27% -$622K 0.36% 68
2026
Q2 		$2.76M Buy
5,978
+280
+5% +$143K 0.54% 52
2026
Q1 		$2.55M Buy
5,698
+62
+1% +$19K 0.55% 52
2025
Q4 		$1.53M Buy
+5,636
New +$1.09M 0.33% 89

Other funds holding CIEN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Castle Rock Wealth Management's CIEN Position: Q3 2026 in Review

Castle Rock Wealth Management reduced its Ciena (CIEN) stake by 27% in Q3 2026, selling an estimated $622K and leaving 4,366 shares worth $1.94M. The position accounts for 0.36% of the portfolio, ranked #68.

Castle Rock Wealth Management first reported a position in CIEN in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.76M in Q2 2026. 82 funds tracked by Wall St. Rank hold CIEN as of Q3 2026.

  • Castle Rock Wealth Management held 4,366 shares of Ciena worth $1.94M as of Q3 2026.
  • Castle Rock Wealth Management sold 1,612 Ciena shares in Q3 2026, an estimated $622K.
  • Ciena made up 0.36% of Castle Rock Wealth Management's portfolio in Q3 2026, its #68 holding.
  • Castle Rock Wealth Management first reported a position in Ciena in Q4 2025 and has held it in 4 quarters since.
  • Castle Rock Wealth Management's Ciena position peaked at $2.76M in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Ciena as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.