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Creative Planning LITE Position History
Lumentum Holdings Inc. • Technology
Quarters held
8
Latest value
$34.6M
Q3 2026
Peak value
$34.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $21K |
| Q3 2025 | $1.8M |
| Q4 2025 | $5.2M |
| Q1 2026 | $16.7M |
| Q2 2026 | $167K |
| Q2 2026 | $23.9M |
| Q3 2026 | $117K |
| Q3 2026 | $34.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $34.6M | 35.6K | — | — |
| Q3 2026 | $117K | 120 | — | — |
| Q2 2026 | $23.9M | 27.9K | — | — |
| Q2 2026 | $167K | 195 | — | — |
| Q1 2026 | $16.7M | 23.8K | — | — |
| Q4 2025 | $5.2M | 14.1K | — | — |
| Q3 2025 | $1.8M | 11.1K | — | — |
| Q3 2025 | $21K | 129 | — | — |
Other funds holding LITE
$2.2B
$2.1B
$969.9M
$841.9M
$805.4M