Geneva Partners
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Geneva Partners’s Lumentum LITE Stock Holding History

Geneva 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
Q3 		$2.28M Buy
+2,344
New +$1.98M 0.68% 42
2026
Q1 		– Sell
-2,740
Closed -$1.01M – 72
2025
Q4 		$1.01M Buy
+2,740
New +$704K 0.36% 43

Other funds holding LITE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Geneva Partners's LITE Position: Q3 2026 in Review

Geneva Partners opened a new position in Lumentum (LITE) in Q3 2026: 2,344 shares worth $2.28M. The stake represents 0.68% of the portfolio and ranks #42 among its holdings. This is a return to the name: Geneva Partners previously reported a position in LITE as recently as Q4 2025.

Geneva Partners first reported a position in LITE in Q4 2025 and has held it in 2 quarters since. 700 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Geneva Partners held 2,344 shares of Lumentum worth $2.28M as of Q3 2026.
  • Lumentum was a new Geneva Partners position in Q3 2026.
  • Lumentum made up 0.68% of Geneva Partners's portfolio in Q3 2026, its #42 holding.
  • Geneva Partners first reported a position in Lumentum in Q4 2025 and has held it in 2 quarters since.
  • 700 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Geneva Partners's 13F filing for Q3 2026, filed 26 Oct 2026.