World Equity Group
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World Equity Group’s Lumentum LITE Stock Holding History

World Equity Group’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 		$264K Buy
+272
New +$230K 0.11% 195
2026
Q2 		– Sell
-1,421
Closed -$999K – 418
2026
Q1 		$999K Buy
+1,421
New +$781K 0.26% 90

Other funds holding LITE

AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
North Growth Management
North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return

World Equity Group's LITE Position: Q3 2026 in Review

World Equity Group opened a new position in Lumentum (LITE) in Q3 2026: 272 shares worth $264K. The stake represents 0.11% of the portfolio and ranks #195 among its holdings. This is a return to the name: World Equity Group previously reported a position in LITE as recently as Q1 2026.

World Equity Group first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. The position peaked at $999K in Q1 2026. 284 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • World Equity Group held 272 shares of Lumentum worth $264K as of Q3 2026.
  • Lumentum was a new World Equity Group position in Q3 2026.
  • Lumentum made up 0.11% of World Equity Group's portfolio in Q3 2026, its #195 holding.
  • World Equity Group first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
  • World Equity Group's Lumentum position peaked at $999K in Q1 2026.
  • 284 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.