Centennial Wealth Advisory
LITE icon

Centennial Wealth Advisory’s Lumentum LITE Stock Holding History

Centennial Wealth Advisory’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 		$303K Buy
+312
New +$264K 0.06% 160

Other funds holding LITE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Centennial Wealth Advisory's LITE Position: Q3 2026 in Review

Centennial Wealth Advisory opened a new position in Lumentum (LITE) in Q3 2026: 312 shares worth $303K. The stake represents 0.06% of the portfolio and ranks #160 among its holdings.

1,153 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Centennial Wealth Advisory held 312 shares of Lumentum worth $303K as of Q3 2026.
  • Lumentum was a new Centennial Wealth Advisory position in Q3 2026.
  • Lumentum made up 0.06% of Centennial Wealth Advisory's portfolio in Q3 2026, its #160 holding.
  • 1,153 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.