Helium Advisors
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Helium Advisors’s Ciena CIEN Stock Holding History

Helium Advisors’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
Q3 		$242K Hold
689
– – 0.21% 89
2026
Q2 		$338K Buy
689
+8
+1% +$4.08K 0.28% 74
2026
Q1 		$264K Buy
+681
New +$208K 0.25% 79

Other funds holding CIEN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Helium Advisors's CIEN Position: Q3 2026 in Review

Helium Advisors held its Ciena (CIEN) position steady in Q3 2026 at 689 shares worth $242K. The position accounts for 0.21% of the portfolio, ranked #89.

Helium Advisors first reported a position in CIEN in Q1 2026 and has held it in 3 quarters since. The position peaked at $338K in Q2 2026. 548 funds tracked by Wall St. Rank hold CIEN as of Q3 2026.

  • Helium Advisors held 689 shares of Ciena worth $242K as of Q3 2026.
  • Helium Advisors left its Ciena share count unchanged in Q3 2026.
  • Ciena made up 0.21% of Helium Advisors's portfolio in Q3 2026, its #89 holding.
  • Helium Advisors first reported a position in Ciena in Q1 2026 and has held it in 3 quarters since.
  • Helium Advisors's Ciena position peaked at $338K in Q2 2026.
  • 548 funds tracked by Wall St. Rank held Ciena as of Q3 2026.

Based on Helium Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.