Position in LITE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,414,220
+$597,558 QoQ
Shares Held
3,979
-0.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
#496
of 1,305 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026TriaGen Wealth Management LLC holds $6,055,977 across 3 Communication Equipment names. LITE ranks #1 (56.4% of the industry book) .
All Filings in LITE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,414,220 | 3,979 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,816,662 | 4,008 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,459,247 | 3,959 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $269,285 | 1,655 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||