LeConte Wealth Management
LITE icon

LeConte Wealth Management’s Lumentum LITE Stock Holding History

LeConte Wealth Management’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 		$335K Buy
+345
New +$292K 0.18% 108

Other funds holding LITE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

LeConte Wealth Management's LITE Position: Q3 2026 in Review

LeConte Wealth Management opened a new position in Lumentum (LITE) in Q3 2026: 345 shares worth $335K. The stake represents 0.18% of the portfolio and ranks #108 among its holdings.

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

  • LeConte Wealth Management held 345 shares of Lumentum worth $335K as of Q3 2026.
  • Lumentum was a new LeConte Wealth Management position in Q3 2026.
  • Lumentum made up 0.18% of LeConte Wealth Management's portfolio in Q3 2026, its #108 holding.
  • 833 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.