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Summit Wealth Group (Colorado)’s Ciena CIEN Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-7,166
Closed -$339K – 335
2025
Q3 		$339K Buy
+7,166
New +$730K 0.04% 332

Other funds holding CIEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Summit Wealth Group (Colorado)'s CIEN Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Ciena (CIEN) in Q4 2025, closing a stake of 7,166 shares — an estimated $339K sold.

Summit Wealth Group (Colorado) first reported a position in CIEN in Q3 2025 and held it in 1 quarter. The position peaked at $339K in Q3 2025. 854 funds tracked by Wall St. Rank hold CIEN as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Ciena position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 7,166 Ciena shares in Q4 2025, an estimated $339K.
  • Summit Wealth Group (Colorado) first reported a position in Ciena in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Ciena position peaked at $339K in Q3 2025.
  • 854 funds tracked by Wall St. Rank held Ciena as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.