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Keener Financial Planning’s Lumentum LITE Stock Holding History

Keener Financial Planning’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
2025
Q4 		– Sell
-1
Closed – – 129
2025
Q3 		$0 Hold
1
– – ﹤0.01% 220
2025
Q2 		$0 Hold
1
– – ﹤0.01% 212
2025
Q1 		$0 Hold
1
– – ﹤0.01% 186
2024
Q4 		$0 Hold
1
– – ﹤0.01% 182
2024
Q3 		$0 Hold
1
– – ﹤0.01% 185
2024
Q2 		$0 Hold
1
– – ﹤0.01% 184
2024
Q1 		$1K Hold
1
– – ﹤0.01% 184
2023
Q4 		$0 Buy
+1
New +$44 ﹤0.01% 182

Other funds holding LITE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Keener Financial Planning's LITE Position: Q4 2025 in Review

Keener Financial Planning sold out of Lumentum (LITE) in Q4 2025, closing a stake of 1 share.

Keener Financial Planning first reported a position in LITE in Q4 2023 and held it in 8 quarters. The position peaked at $1K in Q1 2024. 754 funds tracked by Wall St. Rank hold LITE as of Q4 2025.

  • Keener Financial Planning reported no remaining Lumentum position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 1 Lumentum share in Q4 2025.
  • Keener Financial Planning first reported a position in Lumentum in Q4 2023 and held it in 8 quarters.
  • Keener Financial Planning's Lumentum position peaked at $1K in Q1 2024.
  • 754 funds tracked by Wall St. Rank held Lumentum as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.