EWM
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Evolution Wealth Management’s Lumen LUMN Stock Holding History

Evolution Wealth Management’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-600
Closed -$2.63K – 645
2025
Q2 		$2.63K Buy
+600
New +$2.33K ﹤0.01% 502

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return

Evolution Wealth Management's LUMN Position: Q3 2025 in Review

Evolution Wealth Management sold out of Lumen (LUMN) in Q3 2025, closing a stake of 600 shares — an estimated $2.63K sold.

Evolution Wealth Management first reported a position in LUMN in Q2 2025 and held it in 1 quarter. The position peaked at $2.63K in Q2 2025. 543 funds tracked by Wall St. Rank hold LUMN as of Q3 2025.

  • Evolution Wealth Management reported no remaining Lumen position as of Q3 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 600 Lumen shares in Q3 2025, an estimated $2.63K.
  • Evolution Wealth Management first reported a position in Lumen in Q2 2025 and held it in 1 quarter.
  • Evolution Wealth Management's Lumen position peaked at $2.63K in Q2 2025.
  • 543 funds tracked by Wall St. Rank held Lumen as of Q3 2025.

Based on Evolution Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.