Geneos Wealth Management’s Ciena CIEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.12M | Sell |
2,890
-900
| -24% | -$275K | 0.03% | 481 |
|
|
2025
Q4 | $886K | Hold |
3,790
| – | – | 0.02% | 529 |
|
|
2025
Q3 | $552K | Sell |
3,790
-53
| -1% | -$5.4K | 0.01% | 625 |
|
|
2025
Q2 | $313K | Sell |
3,843
-3,771
| -50% | -$270K | 0.01% | 849 |
|
|
2025
Q1 | $460K | Buy |
7,614
+3,824
| +101% | +$302K | 0.01% | 924 |
|
|
2024
Q4 | $321K | Hold |
3,790
| – | – | 0.01% | 690 |
|
|
2024
Q3 | $233K | Hold |
3,790
| – | – | 0.01% | 733 |
|
|
2024
Q2 | $183K | Sell |
3,790
-15
| -0.4% | -$712 | 0.01% | 727 |
|
|
2024
Q1 | $188K | Buy |
3,805
+1,583
| +71% | +$83.5K | 0.01% | 710 |
|
|
2023
Q4 | $100K | Hold |
2,222
| – | – | ﹤0.01% | 839 |
|
|
2023
Q3 | $105K | Hold |
2,222
| – | – | 0.01% | 860 |
|
|
2023
Q2 | $94.4K | Hold |
2,222
| – | – | ﹤0.01% | 893 |
|
|
2023
Q1 | $117K | Hold |
2,222
| – | – | 0.01% | 798 |
|
|
2022
Q4 | $113K | Hold |
2,222
| – | – | 0.01% | 795 |
|
|
2022
Q3 | $89K | Sell |
2,222
-1,790
| -45% | -$86K | 0.01% | 842 |
|
|
2022
Q2 | $183K | Sell |
4,012
-444
| -10% | -$23K | 0.01% | 775 |
|
|
2022
Q1 | $270K | Sell |
4,456
-25
| -0.6% | -$1.64K | 0.01% | 698 |
|
|
2021
Q4 | $344K | Sell |
4,481
-419
| -9% | -$25.9K | 0.01% | 688 |
|
|
2021
Q3 | $255K | Buy |
4,900
+791
| +19% | +$43.9K | 0.01% | 763 |
|
|
2021
Q2 | $237K | Sell |
4,109
-100
| -2% | -$5.51K | 0.01% | 780 |
|
|
2021
Q1 | $212K | Hold |
4,209
| – | – | 0.01% | 943 |
|
|
2020
Q4 | $233K | Sell |
4,209
-13,339
| -76% | -$593K | 0.01% | 776 |
|
|
2020
Q3 | $689K | Buy |
+17,548
| New | +$923K | 0.04% | 360 |
|
|
2020
Q1 | – | Sell |
-17,032
| Closed | -$726K | – | 2492 |
|
|
2019
Q4 | $726K | Buy |
+17,032
| New | +$649K | 0.04% | 358 |
|
Other funds holding CIEN
VCM
VPM
