GoalVest Advisory’s Lumentum LITE Stock Holding History

GoalVest Advisory’s Portfolio LITE Stock Details LITE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-1	Closed	-$858	–	755
2026 Q2	$858	Buy	+1	New	+$892	﹤0.01%	481

Other funds holding LITE

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

GoalVest Advisory's LITE Position: Q3 2026 in Review

GoalVest Advisory sold out of Lumentum (LITE) in Q3 2026, closing a stake of 1 share — an estimated $858 sold.

GoalVest Advisory first reported a position in LITE in Q2 2026 and held it in 1 quarter. The position peaked at $858 in Q2 2026. 216 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

GoalVest Advisory reported no remaining Lumentum position as of Q3 2026 after selling out during the quarter.
GoalVest Advisory sold 1 Lumentum share in Q3 2026, an estimated $858.
GoalVest Advisory first reported a position in Lumentum in Q2 2026 and held it in 1 quarter.
GoalVest Advisory's Lumentum position peaked at $858 in Q2 2026.
216 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.