VA
LITE icon

VestGen Advisors’s Lumentum LITE Stock Holding History

VestGen Advisors’s Portfolio LITE Stock Details LITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.35M Buy
1,571
+6
+0.4% +$5.35K 0.04% 386
2026
Q1 		$1.55M Sell
1,565
-767
-33% -$421K 0.04% 359
2025
Q4 		$860K Buy
+2,332
New +$599K 0.04% 381

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

VestGen Advisors's LITE Position: Q2 2026 in Review

VestGen Advisors increased its Lumentum (LITE) stake by 0.38% in Q2 2026, buying an estimated $5.35K and bringing the position to 1,571 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #386.

VestGen Advisors first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.55M in Q1 2026. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • VestGen Advisors held 1,571 shares of Lumentum worth $1.35M as of Q2 2026.
  • VestGen Advisors bought 6 Lumentum shares in Q2 2026, an estimated $5.35K.
  • Lumentum made up 0.04% of VestGen Advisors's portfolio in Q2 2026, its #386 holding.
  • VestGen Advisors first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
  • VestGen Advisors's Lumentum position peaked at $1.55M in Q1 2026.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.