GoalVest Advisory LLC

Position in CIEN — Ciena Corp

CIK 1839307 NEW YORK, NY

Position in CIEN

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$22,075

-$15,002 QoQ

Shares Held

-92.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,108

of 1,218 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

GoalVest Advisory LLC holds $2,806,023 across 5 Communication Equipment names. CIEN ranks #3 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	23,248	$2,730,710
2	MSI	Motorola Solutions, Inc.	75	$31,146
3	CIEN	Ciena Corp This page	45	$22,075
4	NOK	Nokia Corp	1,599	$21,234
5	LITE	Lumentum Holdings Inc.	1	$858

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,075	45	-92.5%	Shares	Sole	2026-07-09
2024-09-30	$37,077	602	0.0%	Shares	Sole	2024-11-06
2024-06-30	$29,004	602	0.0%	Shares	Sole	2024-07-30
2024-03-31	$29,768	602	0.0%	Shares	Sole	2024-04-15
2023-12-31	$27,096	602	0.0%	Shares	Sole	2024-01-02
2023-09-30	$28,450	602	0.0%	Shares	Sole	2023-10-10
2023-06-30	$25,578	602	0.0%	Shares	Sole	2023-07-17
2023-03-31	$31,617	602	0.0%	Shares	Sole	2023-04-03
2022-12-31	$30,689	602	0.0%	Shares	Sole	2023-01-06
2022-09-30	$24,338	602	-52.1%	Shares	Sole	2022-10-11
2022-06-30	$57,490	1,258	-91.5%	Shares	Sole	2022-07-06
2022-03-31	$898,900	14,826	-33.8%	Shares	Sole	2022-05-03
2021-06-30	$1,274,620	22,405	+10.2%	Shares	Sole	2021-09-01
2021-03-31	$1,112,184	20,325	-50.9%	Shares	Sole	2021-05-13
2020-12-31	$2,188,571	41,411	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.