Twin Peaks Wealth Advisors’s Lumentum LITE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$213K Sell
248
-2
-0.8% -$1.78K 0.05% 216
2026
Q1
$176K Buy
+250
New +$137K 0.04% 203
2025
Q3
Sell
-211
Closed -$25.2K 1261
2025
Q2
$25.2K Buy
+211
New +$15K 0.01% 524

Other funds holding LITE

Twin Peaks Wealth Advisors's LITE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its Lumentum (LITE) stake by 0.8% in Q2 2026, selling an estimated $1.78K and leaving 248 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #216.

Twin Peaks Wealth Advisors first reported a position in LITE in Q2 2025 and has held it in 3 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Twin Peaks Wealth Advisors held 248 shares of Lumentum worth $213K as of Q2 2026.
  • Twin Peaks Wealth Advisors sold 2 Lumentum shares in Q2 2026, an estimated $1.78K.
  • Lumentum made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #216 holding.
  • Twin Peaks Wealth Advisors first reported a position in Lumentum in Q2 2025 and has held it in 3 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.