LWA
LITE icon

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
Q3 		$244K Buy
251
+1
+0.4% +$846 0.07% 173
2026
Q2 		$215K Buy
+250
New +$223K 0.1% 139

Other funds holding LITE

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

LifeGoal Wealth Advisors's LITE Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its Lumentum (LITE) stake by 0.4% in Q3 2026, buying an estimated $846 and bringing the position to 251 shares worth $244K. The position accounts for 0.07% of the portfolio, ranked #173.

LifeGoal Wealth Advisors first reported a position in LITE in Q2 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • LifeGoal Wealth Advisors held 251 shares of Lumentum worth $244K as of Q3 2026.
  • LifeGoal Wealth Advisors bought 1 Lumentum share in Q3 2026, an estimated $846.
  • Lumentum made up 0.07% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #173 holding.
  • LifeGoal Wealth Advisors first reported a position in Lumentum in Q2 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.