Meriwether Wealth & Planning’s Lumentum LITE Stock Holding History

Meriwether Wealth & 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
2026 Q3	$1.94K	Buy	+2	New	+$1.69K	﹤0.01%	654

Other funds holding LITE

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Meriwether Wealth & Planning's LITE Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Lumentum (LITE) in Q3 2026: 2 shares worth $1.94K. The stake represents ﹤0.01% of the portfolio and ranks #654 among its holdings.

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

Meriwether Wealth & Planning held 2 shares of Lumentum worth $1.94K as of Q3 2026.
Lumentum was a new Meriwether Wealth & Planning position in Q3 2026.
Lumentum made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #654 holding.
380 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.