GSWM
LITE icon

Golden State Wealth Management’s Lumentum LITE Stock Holding History

Golden State Wealth Management’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
Q1 		$261K Buy
372
+106
+40% +$58.2K 0.03% 345
2025
Q4 		$98K Hold
266
– – 0.01% 523
2025
Q3 		$43.3K Buy
266
+14
+6% +$1.75K ﹤0.01% 713
2025
Q2 		$24K Hold
252
– – ﹤0.01% 839
2025
Q1 		$15.7K Hold
252
– – ﹤0.01% 868
2024
Q4 		$21.2K Buy
+252
New +$19.6K ﹤0.01% 752
2020
Q2 		– Sell
-632
Closed -$47K – 597
2020
Q1 		$47K Buy
+632
New +$49.7K 0.02% 369
2019
Q4 		– Sell
-288
Closed -$15K – 557
2019
Q3 		$15K Buy
288
+20
+7% +$1.13K ﹤0.01% 670
2019
Q2 		$14K Hold
268
– – ﹤0.01% 680
2019
Q1 		$15K Buy
+268
New +$12.9K 0.01% 687

Other funds holding LITE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return