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Peak Financial Advisors’s Ciena CIEN Stock Holding History

Peak Financial Advisors’s Portfolio CIEN Stock Details CIEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.19M Sell
10,570
-786
-7% -$401K 2.15% 8
2026
Q1 		$4.41M Sell
11,356
-240
-2% -$73.4K 1.95% 11
2025
Q4 		$2.71M Buy
11,596
+8,003
+223% +$1.55M 1.22% 18
2025
Q3 		$523K Buy
+3,593
New +$366K 0.25% 69

Other funds holding CIEN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
NGM
North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Peak Financial Advisors's CIEN Position: Q2 2026 in Review

Peak Financial Advisors reduced its Ciena (CIEN) stake by 6.9% in Q2 2026, selling an estimated $401K and leaving 10,570 shares worth $5.19M. The position accounts for 2.15% of the portfolio, ranked #8.

Peak Financial Advisors first reported a position in CIEN in Q3 2025 and has held it in 4 quarters since. 233 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • Peak Financial Advisors held 10,570 shares of Ciena worth $5.19M as of Q2 2026.
  • Peak Financial Advisors sold 786 Ciena shares in Q2 2026, an estimated $401K.
  • Ciena made up 2.15% of Peak Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • Peak Financial Advisors first reported a position in Ciena in Q3 2025 and has held it in 4 quarters since.
  • 233 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.