GeoWealth 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
Q2
$725K Sell
1,478
-750
-34% -$382K 0.02% 406
2026
Q1
$865K Buy
+2,228
New +$681K 0.03% 333
2025
Q3
Sell
-667
Closed -$54.2K 838
2025
Q2
$54.2K Buy
+667
New +$47.8K ﹤0.01% 927
2025
Q1
Sell
-122
Closed -$10.3K 1194
2024
Q4
$10.3K Sell
122
-15
-11% -$1.08K ﹤0.01% 1486
2024
Q3
$8.44K Buy
+137
New +$7.22K ﹤0.01% 1389

Other funds holding CIEN

GeoWealth Management's CIEN Position: Q2 2026 in Review

GeoWealth Management reduced its Ciena (CIEN) stake by 34% in Q2 2026, selling an estimated $382K and leaving 1,478 shares worth $725K. The position accounts for 0.02% of the portfolio, ranked #406.

GeoWealth Management first reported a position in CIEN in Q3 2024 and has held it in 5 quarters since. The position peaked at $865K in Q1 2026. 1,226 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • GeoWealth Management held 1,478 shares of Ciena worth $725K as of Q2 2026.
  • GeoWealth Management sold 750 Ciena shares in Q2 2026, an estimated $382K.
  • Ciena made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #406 holding.
  • GeoWealth Management first reported a position in Ciena in Q3 2024 and has held it in 5 quarters since.
  • GeoWealth Management's Ciena position peaked at $865K in Q1 2026.
  • 1,226 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.