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Pinnacle Wealth Planning Services’s Ciena CIEN Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$36.5K Buy
94
+20
+27% +$6.12K ﹤0.01% 1367
2025
Q4 		$17.3K Buy
+74
New +$14.4K ﹤0.01% 1784
2021
Q1 		– Sell
-9
Closed – – 653
2020
Q4 		$0 Buy
+9
New +$400 ﹤0.01% 2257

Other funds holding CIEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's CIEN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Ciena (CIEN) stake by 27% in Q1 2026, buying an estimated $6.12K and bringing the position to 94 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

Pinnacle Wealth Planning Services first reported a position in CIEN in Q4 2020 and has held it in 3 quarters since. 1,080 funds tracked by Wall St. Rank hold CIEN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 94 shares of Ciena worth $36.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 20 Ciena shares in Q1 2026, an estimated $6.12K.
  • Ciena made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1367 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ciena in Q4 2020 and has held it in 3 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Ciena as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.