Position in CIEN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,883,750
+$666,649 QoQ
Shares Held
3,840
+22.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#517
of 1,218 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CIEN Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $129,259,803 across 9 Communication Equipment names. CIEN ranks #3 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
1,034,410 | $121,501,798 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
|
62,597 | $2,823,750 | |
| 3 | CIEN |
Ciena Corp
This page
|
3,840 | $1,883,750 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
1,957 | $812,722 | |
| 5 | LITE |
Lumentum Holdings Inc.
|
854 | $732,783 | |
| 6 | NOK |
Nokia Corp
|
50,896 | $675,898 | |
| 7 | VSAT |
Viasat Inc
|
4,122 | $370,196 | |
| 8 | EXTR |
Extreme Networks Inc
|
7,089 | $229,470 |
All Filings in CIEN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,883,750 | 3,840 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,217,101 | 3,135 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $496,272 | 2,122 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||