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GeoWealth Management’s Lumentum LITE Stock Holding History

GeoWealth Management’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
Q2 		$362K Buy
+420
New +$375K 0.01% 592
2025
Q1 		– Sell
-53
Closed -$4.45K – 1488
2024
Q4 		$4.45K Buy
+53
New +$4.13K ﹤0.01% 1565

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

GeoWealth Management's LITE Position: Q2 2026 in Review

GeoWealth Management opened a new position in Lumentum (LITE) in Q2 2026: 420 shares worth $362K. The stake represents 0.01% of the portfolio and ranks #592 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in LITE as recently as Q4 2024.

GeoWealth Management first reported a position in LITE in Q4 2024 and has held it in 2 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • GeoWealth Management held 420 shares of Lumentum worth $362K as of Q2 2026.
  • Lumentum was a new GeoWealth Management position in Q2 2026.
  • Lumentum made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #592 holding.
  • GeoWealth Management first reported a position in Lumentum in Q4 2024 and has held it in 2 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

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