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GK Wealth Management’s Lumen Technologies, Inc. Common Stock 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
Q3 		$131K Sell
23,309
-19,338
-45% -$123K 0.07% 244
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

CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

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

GK Wealth Management reduced its Lumen Technologies, Inc. Common Stock (LUMN) stake by 45% in Q3 2026, selling an estimated $123K and leaving 23,309 shares worth $131K. The position accounts for 0.07% of the portfolio, ranked #244.

GK Wealth Management first reported a position in LUMN in Q4 2024 and has held it in 4 quarters since. The position peaked at $565K in Q3 2025. 19 funds tracked by Wall St. Rank hold LUMN as of Q3 2026.

  • GK Wealth Management held 23,309 shares of Lumen Technologies, Inc. Common Stock worth $131K as of Q3 2026.
  • GK Wealth Management sold 19,338 Lumen Technologies, Inc. Common Stock shares in Q3 2026, an estimated $123K.
  • Lumen Technologies, Inc. Common Stock made up 0.07% of GK Wealth Management's portfolio in Q3 2026, its #244 holding.
  • GK Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2024 and has held it in 4 quarters since.
  • GK Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $565K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2026.

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