TWD
CIEN icon

True Wealth Design’s Ciena CIEN Stock Holding History

True Wealth Design’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
Q3 		$118K Sell
334
-75
-18% -$28.9K 0.03% 234
2026
Q2 		$201K Sell
409
-43
-10% -$21.9K 0.05% 114
2026
Q1 		$175K Hold
452
– – 0.05% 110
2025
Q4 		$106K Buy
452
+38
+9% +$7.37K 0.03% 177
2025
Q3 		$60.3K Buy
414
+403
+3,664% +$41K 0.02% 278
2025
Q2 		$895 Buy
11
+7
+175% +$502 ﹤0.01% 1515
2025
Q1 		$242 Buy
+4
New +$316 ﹤0.01% 1876
2024
Q3 		– Sell
-309
Closed -$14.9K – 1285
2024
Q2 		$14.9K Hold
309
– – ﹤0.01% 223
2024
Q1 		$15.3K Hold
309
– – ﹤0.01% 229
2023
Q4 		$13.9K Buy
+309
New +$13.6K ﹤0.01% 223
2023
Q3 		– Sell
-4
Closed -$170 – 776
2023
Q2 		$170 Hold
4
– – ﹤0.01% 672
2023
Q1 		$211 Hold
4
– – ﹤0.01% 720
2022
Q4 		$204 Buy
+4
New +$181 ﹤0.01% 655

Other funds holding CIEN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

True Wealth Design's CIEN Position: Q3 2026 in Review

True Wealth Design reduced its Ciena (CIEN) stake by 18% in Q3 2026, selling an estimated $28.9K and leaving 334 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #234.

True Wealth Design first reported a position in CIEN in Q4 2022 and has held it in 13 quarters since. The position peaked at $201K in Q2 2026. 81 funds tracked by Wall St. Rank hold CIEN as of Q3 2026.

  • True Wealth Design held 334 shares of Ciena worth $118K as of Q3 2026.
  • True Wealth Design sold 75 Ciena shares in Q3 2026, an estimated $28.9K.
  • Ciena made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #234 holding.
  • True Wealth Design first reported a position in Ciena in Q4 2022 and has held it in 13 quarters since.
  • True Wealth Design's Ciena position peaked at $201K in Q2 2026.
  • 81 funds tracked by Wall St. Rank held Ciena as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.