Goldstein Advisors’s Lumentum LITE Stock Holding History

Goldstein Advisors’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	$388K	Buy	+399	New	+$337K	0.03%	160

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

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

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

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Goldstein Advisors's LITE Position: Q3 2026 in Review

Goldstein Advisors opened a new position in Lumentum (LITE) in Q3 2026: 399 shares worth $388K. The stake represents 0.03% of the portfolio and ranks #160 among its holdings.

156 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

Goldstein Advisors held 399 shares of Lumentum worth $388K as of Q3 2026.
Lumentum was a new Goldstein Advisors position in Q3 2026.
Lumentum made up 0.03% of Goldstein Advisors's portfolio in Q3 2026, its #160 holding.
156 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.