Geneos Wealth Management
CIEN icon

Geneos Wealth Management’s Ciena CIEN Stock Holding History

Geneos Wealth Management’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
Q3 		$1.03M Buy
2,924
+79
+3% +$30.5K 0.02% 581
2026
Q2 		$1.4M Sell
2,845
-45
-2% -$22.9K 0.03% 463
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 Buy
3,843
+36
+0.9% +$2.58K 0.01% 849
2025
Q1 		$230K Buy
3,807
+17
+0.4% +$1.34K 0.01% 858
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geneos Wealth Management's CIEN Position: Q3 2026 in Review

Geneos Wealth Management increased its Ciena (CIEN) stake by 2.8% in Q3 2026, buying an estimated $30.5K and bringing the position to 2,924 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #581.

Geneos Wealth Management first reported a position in CIEN in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.4M in Q2 2026. 927 funds tracked by Wall St. Rank hold CIEN as of Q3 2026.

  • Geneos Wealth Management held 2,924 shares of Ciena worth $1.03M as of Q3 2026.
  • Geneos Wealth Management bought 79 Ciena shares in Q3 2026, an estimated $30.5K.
  • Ciena made up 0.02% of Geneos Wealth Management's portfolio in Q3 2026, its #581 holding.
  • Geneos Wealth Management first reported a position in Ciena in Q4 2019 and has held it in 26 quarters since.
  • Geneos Wealth Management's Ciena position peaked at $1.4M in Q2 2026.
  • 927 funds tracked by Wall St. Rank held Ciena as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.