Cornerstone Planning Group’s Lumentum LITE Stock Holding History

Cornerstone Planning Group’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	–	Sell	-13	Closed	-$10.8K	–	1024
2026 Q2	$10.8K	Sell	13 -2	-13%	-$1.78K	﹤0.01%	869
2026 Q1	$14.9K	Buy	15 +12	+400%	+$6.59K	﹤0.01%	774
2025 Q4	$1.16K	Buy	+3	New	+$770	﹤0.01%	1317
2024 Q3	–	Sell	-135	Closed	-$5.6K	–	1333
2024 Q2	$5.6K	Sell	135 -24	-15%	-$1.09K	﹤0.01%	549
2024 Q1	$7.11K	Hold	159	–	–	﹤0.01%	464
2023 Q4	$8.34K	Hold	159	–	–	﹤0.01%	462
2023 Q3	$7.18K	Buy	159 +41	+35%	+$2.08K	﹤0.01%	483
2023 Q2	$6.69K	Buy	+118	New	+$5.9K	﹤0.01%	793
2022 Q4	$3.99K	Buy	+68	New	+$4.18K	﹤0.01%	988

Other funds holding LITE

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Cornerstone Planning Group's LITE Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Lumentum (LITE) in Q3 2026, closing a stake of 13 shares — an estimated $10.8K sold.

Cornerstone Planning Group first reported a position in LITE in Q4 2022 and held it in 9 quarters. The position peaked at $14.9K in Q1 2026. 311 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

Cornerstone Planning Group reported no remaining Lumentum position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 13 Lumentum shares in Q3 2026, an estimated $10.8K.
Cornerstone Planning Group first reported a position in Lumentum in Q4 2022 and held it in 9 quarters.
Cornerstone Planning Group's Lumentum position peaked at $14.9K in Q1 2026.
311 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.