WHGC
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Wealth High Governance Capital’s Lumentum LITE Stock Holding History

Wealth High Governance Capital’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
Q1 		$9.85M Sell
14,016
-21,060
-60% -$11.6M 2.96% 15
2025
Q4 		$12.9M Buy
+35,076
New +$9.01M 3.79% 5

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wealth High Governance Capital's LITE Position: Q1 2026 in Review

Wealth High Governance Capital reduced its Lumentum (LITE) stake by 60% in Q1 2026, selling an estimated $11.6M and leaving 14,016 shares worth $9.85M. The position accounts for 2.96% of the portfolio, ranked #15.

Wealth High Governance Capital first reported a position in LITE in Q4 2025 and has held it in 2 quarters since. The position peaked at $12.9M in Q4 2025. 1,082 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Wealth High Governance Capital held 14,016 shares of Lumentum worth $9.85M as of Q1 2026.
  • Wealth High Governance Capital sold 21,060 Lumentum shares in Q1 2026, an estimated $11.6M.
  • Lumentum made up 2.96% of Wealth High Governance Capital's portfolio in Q1 2026, its #15 holding.
  • Wealth High Governance Capital first reported a position in Lumentum in Q4 2025 and has held it in 2 quarters since.
  • Wealth High Governance Capital's Lumentum position peaked at $12.9M in Q4 2025.
  • 1,082 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Wealth High Governance Capital's 13F filing for Q1 2026, filed 18 Jun 2026.