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 Q3	$2.51M	Buy	2,584 +1,013	+64%	+$857K	0.08%	239
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

VestGen Advisors's LITE Position: Q3 2026 in Review

VestGen Advisors increased its Lumentum (LITE) stake by 64% in Q3 2026, buying an estimated $857K and bringing the position to 2,584 shares worth $2.51M. The position accounts for 0.08% of the portfolio, ranked #239.

VestGen Advisors first reported a position in LITE in Q4 2025 and has held it in 4 quarters since. 833 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

VestGen Advisors held 2,584 shares of Lumentum worth $2.51M as of Q3 2026.
VestGen Advisors bought 1,013 Lumentum shares in Q3 2026, an estimated $857K.
Lumentum made up 0.08% of VestGen Advisors's portfolio in Q3 2026, its #239 holding.
VestGen Advisors first reported a position in Lumentum in Q4 2025 and has held it in 4 quarters since.
833 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.