Geneos Wealth Management’s Luna Innovations Incorporated LUNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $203K | Hold |
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|
2025
Q2 | $171K | Sell |
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|
2025
Q1 | $194K | Buy |
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|
2024
Q4 | $204K | Hold |
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|
2024
Q3 | $222K | Hold |
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|
2024
Q2 | $302K | Hold |
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|
2024
Q1 | $303K | Hold |
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|
2023
Q4 | $627K | Hold |
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|
2023
Q3 | $553K | Hold |
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|
2023
Q2 | $860K | Sell |
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|
2023
Q1 | $685K | Hold |
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|
2022
Q4 | $838K | Hold |
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|
2022
Q3 | $423K | Sell |
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|
2022
Q2 | $531K | Hold |
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|
2022
Q1 | $737K | Hold |
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|
2021
Q4 | $806K | Sell |
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|
2021
Q3 | $905K | Buy |
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|
2021
Q2 | $1.03M | Hold |
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|
2021
Q1 | $1.08M | Sell |
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|
2020
Q4 | $2.04M | Buy |
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|
2020
Q3 | $640K | Hold |
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|
2020
Q2 | $625K | Hold |
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|
2020
Q1 | $638K | Sell |
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|
2019
Q4 | $854K | Hold |
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|
2019
Q3 | $656K | Sell |
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|
2019
Q2 | $532K | Sell |
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|
2019
Q1 | $514K | Sell |
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|
2018
Q4 | $407K | Hold |
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|
2018
Q3 | $414K | Sell |
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|
2018
Q2 | $414K | Hold |
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|
2018
Q1 | $450K | Sell |
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|
2017
Q4 | $376K | Hold |
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|
2017
Q3 | $261K | Hold |
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|
2017
Q2 | $234K | Hold |
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|
2017
Q1 | $268K | Sell |
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|
2016
Q4 | $235K | Hold |
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|
2016
Q3 | $225K | Sell |
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|
2016
Q2 | $210K | Hold |
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|
2016
Q1 | $181K | Buy |
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