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GPS Wealth Strategies Group’s Lumen LUMN Stock Holding History

GPS Wealth Strategies Group’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,650
Closed -$10.1K – 1150
2025
Q3 		$10.1K Hold
1,650
– – ﹤0.01% 1086
2025
Q2 		$7.23K Hold
1,650
– – ﹤0.01% 1105
2025
Q1 		$6.47K Hold
1,650
– – ﹤0.01% 1097
2024
Q4 		$8.76K Sell
1,650
-1,341
-45% -$9.25K ﹤0.01% 979
2024
Q3 		$21.2K Sell
2,991
-1,273
-30% -$5.43K ﹤0.01% 792
2024
Q2 		$4.69K Buy
4,264
+2,613
+158% +$3.31K ﹤0.01% 1073
2024
Q1 		$2.58K Hold
1,651
– – ﹤0.01% 1106
2023
Q4 		$3.02K Hold
1,651
– – ﹤0.01% 1068
2023
Q3 		$2.34K Hold
1,651
– – ﹤0.01% 1097
2023
Q2 		$3.73K Sell
1,651
-5,000
-75% -$11K ﹤0.01% 1031
2023
Q1 		$17.6K Buy
+6,651
New +$26.8K ﹤0.01% 716
2022
Q4 		– Sell
-4,151
Closed -$30K – 681
2022
Q3 		$30K Buy
4,151
+34
+0.8% +$346 0.01% 527
2022
Q2 		$45K Sell
4,117
-1,128
-22% -$12.7K 0.01% 459
2022
Q1 		$59K Buy
5,245
+55
+1% +$630 0.01% 395
2021
Q4 		$65K Buy
5,190
+48
+0.9% +$611 0.01% 364
2021
Q3 		$64K Sell
5,142
-8,354
-62% -$105K 0.02% 346
2021
Q2 		$183K Buy
13,496
+2,263
+20% +$31.2K 0.05% 219
2021
Q1 		$149K Buy
+11,233
New +$140K 0.04% 230
2020
Q4 		– Sell
-19,145
Closed -$193K – 172
2020
Q3 		$193K Buy
+19,145
New +$199K 0.08% 146

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

GPS Wealth Strategies Group's LUMN Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Lumen (LUMN) in Q4 2025, closing a stake of 1,650 shares — an estimated $10.1K sold.

GPS Wealth Strategies Group first reported a position in LUMN in Q3 2020 and held it in 19 quarters. The position peaked at $193K in Q3 2020. 595 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Lumen position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 1,650 Lumen shares in Q4 2025, an estimated $10.1K.
  • GPS Wealth Strategies Group first reported a position in Lumen in Q3 2020 and held it in 19 quarters.
  • GPS Wealth Strategies Group's Lumen position peaked at $193K in Q3 2020.
  • 595 funds tracked by Wall St. Rank held Lumen as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.