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Gateway Wealth Partners’s Lumentum LITE Stock Holding History

Gateway Wealth Partners’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
Q2 		$563K Sell
656
-325
-33% -$290K 0.03% 442
2026
Q1 		$689K Buy
+981
New +$539K 0.03% 463

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Gateway Wealth Partners's LITE Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Lumentum (LITE) stake by 33% in Q2 2026, selling an estimated $290K and leaving 656 shares worth $563K. The position accounts for 0.03% of the portfolio, ranked #442.

Gateway Wealth Partners first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. The position peaked at $689K in Q1 2026. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Gateway Wealth Partners held 656 shares of Lumentum worth $563K as of Q2 2026.
  • Gateway Wealth Partners sold 325 Lumentum shares in Q2 2026, an estimated $290K.
  • Lumentum made up 0.03% of Gateway Wealth Partners's portfolio in Q2 2026, its #442 holding.
  • Gateway Wealth Partners first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
  • Gateway Wealth Partners's Lumentum position peaked at $689K in Q1 2026.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.