GWM
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GK Wealth Management’s Lumentum LITE Stock Holding History

GK Wealth 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
Q3 		$695K Buy
716
+68
+10% +$57.5K 0.39% 51
2026
Q2 		$556K Buy
+648
New +$578K 0.29% 82

Other funds holding LITE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

GK Wealth Management's LITE Position: Q3 2026 in Review

GK Wealth Management increased its Lumentum (LITE) stake by 10% in Q3 2026, buying an estimated $57.5K and bringing the position to 716 shares worth $695K. The position accounts for 0.39% of the portfolio, ranked #51.

GK Wealth Management first reported a position in LITE in Q2 2026 and has held it in 2 quarters since. 181 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • GK Wealth Management held 716 shares of Lumentum worth $695K as of Q3 2026.
  • GK Wealth Management bought 68 Lumentum shares in Q3 2026, an estimated $57.5K.
  • Lumentum made up 0.39% of GK Wealth Management's portfolio in Q3 2026, its #51 holding.
  • GK Wealth Management first reported a position in Lumentum in Q2 2026 and has held it in 2 quarters since.
  • 181 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.