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Evergreen Wealth Solutions’s Ciena CIEN Stock Holding History

Evergreen Wealth Solutions’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 		$17.3M Sell
44,451
-242
-0.5% -$74K 1.22% 25
2025
Q4 		$5.41M Buy
44,693
+20,504
+85% +$3.98M 0.75% 26
2025
Q3 		$3.52M Hold
24,189
– – 1.99% 9
2025
Q2 		$1.97M Hold
24,189
– – 1.18% 13
2025
Q1 		$1.46M Hold
24,189
– – 0.99% 19
2024
Q4 		$2.05M Hold
24,189
– – 1.43% 12
2024
Q3 		$1.49M Hold
24,189
– – 1.01% 13
2024
Q2 		$1.17M Buy
+24,189
New +$1.15M 0.83% 20

Other funds holding CIEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evergreen Wealth Solutions's CIEN Position: Q1 2026 in Review

Evergreen Wealth Solutions reduced its Ciena (CIEN) stake by 0.54% in Q1 2026, selling an estimated $74K and leaving 44,451 shares worth $17.3M. The position accounts for 1.22% of the portfolio, ranked #25.

Evergreen Wealth Solutions first reported a position in CIEN in Q2 2024 and has held it in 8 quarters since. 1,080 funds tracked by Wall St. Rank hold CIEN as of Q1 2026.

  • Evergreen Wealth Solutions held 44,451 shares of Ciena worth $17.3M as of Q1 2026.
  • Evergreen Wealth Solutions sold 242 Ciena shares in Q1 2026, an estimated $74K.
  • Ciena made up 1.22% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #25 holding.
  • Evergreen Wealth Solutions first reported a position in Ciena in Q2 2024 and has held it in 8 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Ciena as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.