CI
LITE icon

CX Institutional’s Lumentum LITE Stock Holding History

CX Institutional’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 		$548K Buy
+564
New +$477K 0.01% 450

Other funds holding LITE

PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

CX Institutional's LITE Position: Q3 2026 in Review

CX Institutional opened a new position in Lumentum (LITE) in Q3 2026: 564 shares worth $548K. The stake represents 0.01% of the portfolio and ranks #450 among its holdings.

7 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • CX Institutional held 564 shares of Lumentum worth $548K as of Q3 2026.
  • Lumentum was a new CX Institutional position in Q3 2026.
  • Lumentum made up 0.01% of CX Institutional's portfolio in Q3 2026, its #450 holding.
  • 7 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.