GeoWealth Management’s Ciena CIEN Stock Holding History

GeoWealth 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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GeoWealth Management's CIEN Position: Q1 2026 in Review

GeoWealth Management opened a new position in Ciena (CIEN) in Q1 2026: 2,228 shares worth $865K. The stake represents 0.03% of the portfolio and ranks #333 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in CIEN as recently as Q2 2025.

GeoWealth Management first reported a position in CIEN in Q3 2024 and has held it in 4 quarters since. 1,080 funds tracked by Wall St. Rank hold CIEN as of Q1 2026.

GeoWealth Management held 2,228 shares of Ciena worth $865K as of Q1 2026.
Ciena was a new GeoWealth Management position in Q1 2026.
Ciena made up 0.03% of GeoWealth Management's portfolio in Q1 2026, its #333 holding.
GeoWealth Management first reported a position in Ciena in Q3 2024 and has held it in 4 quarters since.
1,080 funds tracked by Wall St. Rank held Ciena as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.