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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
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geneos Wealth Management's CIEN Position: Q2 2026 in Review

Geneos Wealth Management reduced its Ciena (CIEN) stake by 1.6% in Q2 2026, selling an estimated $22.9K and leaving 2,845 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #463.

Geneos Wealth Management first reported a position in CIEN in Q4 2019 and has held it in 25 quarters since. 1,227 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • Geneos Wealth Management held 2,845 shares of Ciena worth $1.4M as of Q2 2026.
  • Geneos Wealth Management sold 45 Ciena shares in Q2 2026, an estimated $22.9K.
  • Ciena made up 0.03% of Geneos Wealth Management's portfolio in Q2 2026, its #463 holding.
  • Geneos Wealth Management first reported a position in Ciena in Q4 2019 and has held it in 25 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.