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 Q2	$390K	Buy	455 +83	+22%	+$74K	0.04%	317
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	–	637
2020 Q1	$47K	Buy	+632	New	+$49.7K	0.02%	369
2019 Q4	–	Sell	-288	Closed	-$15K	–	556
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Jupiter Topco New York $245B AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Golden State Wealth Management's LITE Position: Q2 2026 in Review

Golden State Wealth Management increased its Lumentum (LITE) stake by 22% in Q2 2026, buying an estimated $74K and bringing the position to 455 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #317.

Golden State Wealth Management first reported a position in LITE in Q1 2019 and has held it in 11 quarters since. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Golden State Wealth Management held 455 shares of Lumentum worth $390K as of Q2 2026.
Golden State Wealth Management bought 83 Lumentum shares in Q2 2026, an estimated $74K.
Lumentum made up 0.04% of Golden State Wealth Management's portfolio in Q2 2026, its #317 holding.
Golden State Wealth Management first reported a position in Lumentum in Q1 2019 and has held it in 11 quarters since.
1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.