HB Wealth Management’s Ciena CIEN Stock Holding History

HB Wealth Management’s Portfolio CIEN Stock Details CIEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.8M	Buy	4,643 +774	+20%	+$237K	0.01%	457
2025 Q4	$905K	Buy	3,869 +766	+25%	+$149K	0.01%	665
2025 Q3	$452K	Sell	3,103 -3,559	-53%	-$362K	﹤0.01%	906
2025 Q2	$542K	Sell	6,662 -1,309	-16%	-$93.9K	﹤0.01%	710
2025 Q1	$482K	Buy	7,971 +900	+13%	+$71.1K	﹤0.01%	773
2024 Q4	$600K	Buy	7,071 +1,491	+27%	+$107K	0.01%	562
2024 Q3	$344K	Buy	5,580 +124	+2%	+$6.53K	﹤0.01%	714
2024 Q2	$263K	Buy	5,456 +3	+0.1%	+$142	﹤0.01%	760
2024 Q1	$270K	Hold	5,453	–	–	﹤0.01%	698
2023 Q4	$245K	Sell	5,453 -108,058	-95%	-$4.76M	﹤0.01%	680
2023 Q3	$5.36M	Buy	113,511 +108,197	+2,036%	+$4.77M	0.09%	120
2023 Q2	$226K	Sell	5,314 -509	-9%	-$23.2K	﹤0.01%	633
2023 Q1	$306K	Sell	5,823 -204	-3%	-$10.2K	0.01%	530
2022 Q4	$307K	Buy	6,027 +669	+12%	+$30.2K	0.01%	509
2022 Q3	$217K	Sell	5,358 -104	-2%	-$5K	﹤0.01%	525
2022 Q2	$250K	Buy	5,462 +44	+0.8%	+$2.28K	0.01%	487
2022 Q1	$328K	Buy	+5,418	New	+$355K	0.01%	432

Other funds holding CIEN

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return