Optimist Retirement Group
LITE icon

Optimist Retirement Group’s Lumentum LITE Stock Holding History

Optimist Retirement Group’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 		$1.14M Hold
1,178
– – 0.47% 48
2026
Q2 		$1.01M Buy
1,178
+33
+3% +$29.4K 0.39% 51
2026
Q1 		$805K Buy
1,145
+19
+2% +$10.4K 0.35% 45
2025
Q4 		$415K Buy
+1,126
New +$289K 0.19% 67

Other funds holding LITE

WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Optimist Retirement Group's LITE Position: Q3 2026 in Review

Optimist Retirement Group held its Lumentum (LITE) position steady in Q3 2026 at 1,178 shares worth $1.14M. The position accounts for 0.47% of the portfolio, ranked #48.

Optimist Retirement Group first reported a position in LITE in Q4 2025 and has held it in 4 quarters since. 477 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Optimist Retirement Group held 1,178 shares of Lumentum worth $1.14M as of Q3 2026.
  • Optimist Retirement Group left its Lumentum share count unchanged in Q3 2026.
  • Lumentum made up 0.47% of Optimist Retirement Group's portfolio in Q3 2026, its #48 holding.
  • Optimist Retirement Group first reported a position in Lumentum in Q4 2025 and has held it in 4 quarters since.
  • 477 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Optimist Retirement Group's 13F filing for Q3 2026, filed 30 Oct 2026.