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GK Wealth Management’s Lumen LUMN Stock Holding History

GK Wealth Management’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$328K Buy
+42,647
New +$374K 0.17% 143
2025
Q4 		– Sell
-92,246
Closed -$759K – 207
2025
Q3 		$565K Buy
+92,246
New +$443K 0.41% 63
2025
Q1 		– Sell
-54,315
Closed -$271K – 160
2024
Q4 		$288K Buy
+54,315
New +$375K 0.37% 88

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GK Wealth Management's LUMN Position: Q2 2026 in Review

GK Wealth Management opened a new position in Lumen (LUMN) in Q2 2026: 42,647 shares worth $328K. The stake represents 0.17% of the portfolio and ranks #143 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in LUMN as recently as Q3 2025.

GK Wealth Management first reported a position in LUMN in Q4 2024 and has held it in 3 quarters since. The position peaked at $565K in Q3 2025. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • GK Wealth Management held 42,647 shares of Lumen worth $328K as of Q2 2026.
  • Lumen was a new GK Wealth Management position in Q2 2026.
  • Lumen made up 0.17% of GK Wealth Management's portfolio in Q2 2026, its #143 holding.
  • GK Wealth Management first reported a position in Lumen in Q4 2024 and has held it in 3 quarters since.
  • GK Wealth Management's Lumen position peaked at $565K in Q3 2025.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.