LWA
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LifeGoal Wealth Advisors’s Lumentum LITE Stock Holding History

LifeGoal Wealth Advisors’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
Q2 		$215K Buy
+250
New +$223K 0.1% 139

Other funds holding LITE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

LifeGoal Wealth Advisors's LITE Position: Q2 2026 in Review

LifeGoal Wealth Advisors opened a new position in Lumentum (LITE) in Q2 2026: 250 shares worth $215K. The stake represents 0.1% of the portfolio and ranks #139 among its holdings.

477 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • LifeGoal Wealth Advisors held 250 shares of Lumentum worth $215K as of Q2 2026.
  • Lumentum was a new LifeGoal Wealth Advisors position in Q2 2026.
  • Lumentum made up 0.1% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #139 holding.
  • 477 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.