GoalVest Advisory’s Ciena CIEN Stock Holding History

GoalVest Advisory’s Portfolio CIEN Stock Details CIEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.1K	Buy	+45	New	+$22.9K	﹤0.01%	294
2024 Q4	–	Sell	-602	Closed	-$37.1K	–	389
2024 Q3	$37.1K	Hold	602	–	–	0.01%	214
2024 Q2	$29K	Hold	602	–	–	0.01%	207
2024 Q1	$29.8K	Hold	602	–	–	0.01%	230
2023 Q4	$27.1K	Hold	602	–	–	0.01%	180
2023 Q3	$28.5K	Hold	602	–	–	0.01%	184
2023 Q2	$25.6K	Hold	602	–	–	0.01%	178
2023 Q1	$31.6K	Hold	602	–	–	0.02%	139
2022 Q4	$30.7K	Hold	602	–	–	0.02%	135
2022 Q3	$24K	Sell	602 -656	-52%	-$31.5K	0.02%	142
2022 Q2	$57K	Sell	1,258 -13,568	-92%	-$703K	0.04%	158
2022 Q1	$899K	Buy	+14,826	New	+$970K	0.51%	57
2021 Q2	$1.27M	Buy	22,405 +2,080	+10%	+$115K	0.79%	37
2021 Q1	$1.11M	Sell	20,325 -21,086	-51%	-$1.13M	0.83%	37
2020 Q4	$2.19M	Buy	+41,411	New	+$1.84M	1.84%	14

Other funds holding CIEN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GoalVest Advisory's CIEN Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Ciena (CIEN) in Q2 2026: 45 shares worth $22.1K. The stake represents ﹤0.01% of the portfolio and ranks #294 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in CIEN as recently as Q3 2024.

GoalVest Advisory first reported a position in CIEN in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.19M in Q4 2020. 1,226 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

GoalVest Advisory held 45 shares of Ciena worth $22.1K as of Q2 2026.
Ciena was a new GoalVest Advisory position in Q2 2026.
Ciena made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #294 holding.
GoalVest Advisory first reported a position in Ciena in Q4 2020 and has held it in 15 quarters since.
GoalVest Advisory's Ciena position peaked at $2.19M in Q4 2020.
1,226 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.