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CogentBlue Wealth Advisors’s Ciena CIEN Stock Holding History

CogentBlue Wealth Advisors’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
-532
Closed -$261K – 64
2026
Q2 		$261K Buy
532
+4
+0.8% +$2.04K 0.15% 78
2026
Q1 		$205K Buy
+528
New +$161K 0.14% 73

Other funds holding CIEN

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

CogentBlue Wealth Advisors's CIEN Position: Q3 2026 in Review

CogentBlue Wealth Advisors sold out of Ciena (CIEN) in Q3 2026, closing a stake of 532 shares — an estimated $261K sold.

CogentBlue Wealth Advisors first reported a position in CIEN in Q1 2026 and held it in 2 quarters. The position peaked at $261K in Q2 2026. 36 funds tracked by Wall St. Rank hold CIEN as of Q3 2026.

  • CogentBlue Wealth Advisors reported no remaining Ciena position as of Q3 2026 after selling out during the quarter.
  • CogentBlue Wealth Advisors sold 532 Ciena shares in Q3 2026, an estimated $261K.
  • CogentBlue Wealth Advisors first reported a position in Ciena in Q1 2026 and held it in 2 quarters.
  • CogentBlue Wealth Advisors's Ciena position peaked at $261K in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Ciena as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.