GA
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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

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Swedbank
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Handelsbanken Fonder
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MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return