GRP
LUNA

Global Retirement Partners’s Luna Innovations Incorporated LUNA Stock Holding History

Global Retirement Partners’s Portfolio LUNA Stock Details LUNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-600
Closed -$1.41K – 3830
2024
Q3 		$1.41K Hold
600
– – ﹤0.01% 3044
2024
Q2 		$1.92K Hold
600
– – ﹤0.01% 2979
2024
Q1 		$1.92K Hold
600
– – ﹤0.01% 2768
2023
Q4 		$4.08K Buy
+600
New +$3.7K ﹤0.01% 2407

Other funds holding LUNA

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Global Retirement Partners's LUNA Position: Q4 2024 in Review

Global Retirement Partners sold out of Luna Innovations Incorporated (LUNA) in Q4 2024, closing a stake of 600 shares — an estimated $1.41K sold.

Global Retirement Partners first reported a position in LUNA in Q4 2023 and held it in 4 quarters. The position peaked at $4.08K in Q4 2023. 58 funds tracked by Wall St. Rank hold LUNA as of Q4 2024.

  • Global Retirement Partners reported no remaining Luna Innovations Incorporated position as of Q4 2024 after selling out during the quarter.
  • Global Retirement Partners sold 600 Luna Innovations Incorporated shares in Q4 2024, an estimated $1.41K.
  • Global Retirement Partners first reported a position in Luna Innovations Incorporated in Q4 2023 and held it in 4 quarters.
  • Global Retirement Partners's Luna Innovations Incorporated position peaked at $4.08K in Q4 2023.
  • 58 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.