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WealthPlan Investment Management’s Ciena CIEN Stock Holding History

WealthPlan Investment Management’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
Q2 		$389K Sell
793
-44
-5% -$22.4K 0.02% 362
2026
Q1 		$325K Sell
837
-228
-21% -$69.7K 0.02% 375
2025
Q4 		$249K Buy
+1,065
New +$207K 0.02% 339

Other funds holding CIEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPlan Investment Management's CIEN Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Ciena (CIEN) stake by 5.3% in Q2 2026, selling an estimated $22.4K and leaving 793 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #362.

WealthPlan Investment Management first reported a position in CIEN in Q4 2025 and has held it in 3 quarters since. 1,226 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • WealthPlan Investment Management held 793 shares of Ciena worth $389K as of Q2 2026.
  • WealthPlan Investment Management sold 44 Ciena shares in Q2 2026, an estimated $22.4K.
  • Ciena made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #362 holding.
  • WealthPlan Investment Management first reported a position in Ciena in Q4 2025 and has held it in 3 quarters since.
  • 1,226 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.