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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
Q2 		$858 Buy
+1
New +$892 ﹤0.01% 481

Other funds holding LITE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

GoalVest Advisory's LITE Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Lumentum (LITE) in Q2 2026: 1 share worth $858. The stake represents ﹤0.01% of the portfolio and ranks #481 among its holdings.

154 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • GoalVest Advisory held 1 share of Lumentum worth $858 as of Q2 2026.
  • Lumentum was a new GoalVest Advisory position in Q2 2026.
  • Lumentum made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #481 holding.
  • 154 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

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