Copia Wealth Management’s Ciena CIEN Stock Holding History

Copia 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 Q1	$9.32K	Hold	24	–	–	0.01%	325
2025 Q4	$5.61K	Buy	+24	New	+$4.66K	﹤0.01%	369

Other funds holding CIEN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Copia Wealth Management's CIEN Position: Q1 2026 in Review

Copia Wealth Management held its Ciena (CIEN) position steady in Q1 2026 at 24 shares worth $9.32K. The position accounts for 0.01% of the portfolio, ranked #325.

Copia Wealth Management first reported a position in CIEN in Q4 2025 and has held it in 2 quarters since. 1,080 funds tracked by Wall St. Rank hold CIEN as of Q1 2026.

Copia Wealth Management held 24 shares of Ciena worth $9.32K as of Q1 2026.
Copia Wealth Management left its Ciena share count unchanged in Q1 2026.
Ciena made up 0.01% of Copia Wealth Management's portfolio in Q1 2026, its #325 holding.
Copia Wealth Management first reported a position in Ciena in Q4 2025 and has held it in 2 quarters since.
1,080 funds tracked by Wall St. Rank held Ciena as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.