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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
Q1 		– Sell
-75,815
Closed -$570K – 135
2025
Q4 		$570K Buy
+75,815
New +$624K 0.38% 69
2025
Q3 		– Sell
-94,713
Closed -$400K – 181
2025
Q2 		$400K Buy
94,713
+27,363
+41% +$106K 0.36% 72
2025
Q1 		$257K Buy
+67,350
New +$336K 0.29% 97

Other funds holding LUMN

CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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. 195 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.
  • 195 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.