Position in LITE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$360,385
+$355,936 QoQ
Shares Held
420
+692.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#928
of 1,305 holders
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026GeoWealth Management, LLC holds $8,741,033 across 9 Communication Equipment names. LITE ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
29,206 | $3,430,536 | |
| 2 | VSAT |
Viasat Inc
|
18,638 | $1,673,878 | |
| 3 | NOK |
Nokia Corp
|
107,450 | $1,426,936 | |
| 4 | CIEN |
Ciena Corp
|
1,478 | $725,047 | |
| 5 | MSI |
Motorola Solutions, Inc.
|
1,227 | $509,560 | |
| 6 | LITE |
Lumentum Holdings Inc.
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|
420 | $360,385 | |
| 7 | HPE |
Hewlett Packard Enterprise Co
|
7,066 | $318,747 | |
| 8 | ZBRA |
Zebra Technologies Corp
|
832 | $219,032 |
All Filings in LITE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,385 | 420 | Shares | Other | 2026-07-30 | |
| 2024-12-31 | $4,449 | 53 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||