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Circle Wealth Management, LLC

SEC CIK
0001578242
Latest filing
Aug 12, 2026

CIEN holding history

Ciena Corp in every 13F filed by Circle Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CIEN overviewAll 13F holders of CIENFull Q2 2026 holdings

Shares (Q2 2026)
6,592
Value
$3.23M
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of CIEN by Circle Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,592$3.23M<0.1%−467−6.6%ReducedHolders
Q1 20267,059$2.74M<0.1%−6,408−47.6%ReducedHolders
Q4 202513,467$3.15M<0.1%+1,167+9.5%AddedHolders
Q3 202512,300$1.79M<0.1%+1,330+12.1%AddedHolders
Q2 202510,970$892.2K<0.1%−306−2.7%ReducedHolders
Q1 202511,276$681.4K<0.1%00.0%UnchangedHolders
Q4 202411,276$956.3K<0.1%+11,276NewHolders