Simplex Trading
LUNA

Simplex Trading’s Luna Innovations Incorporated LUNA Stock Holding History

Simplex Trading’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
2025
Q2 		– Sell
-2,700
Closed -$1K – 10041
2025
Q1 		$1K Sell
2,700
-8,106
-75% -$13.4K ﹤0.01% 8361
2024
Q4 		$23K Buy
+10,806
New +$19.1K ﹤0.01% 6595
2024
Q3 		– Sell
-14,236
Closed -$45K – 9958
2024
Q2 		$45K Buy
14,236
+12,617
+779% +$37.4K ﹤0.01% 6208
2024
Q1 		$5K Buy
+1,619
New +$10.3K ﹤0.01% 8072
2023
Q4 		– Sell
-2,863
Closed -$17.7K – 10317
2023
Q3 		$16K Buy
+2,863
New +$21.7K ﹤0.01% 6852
2023
Q2 		– Sell
-377
Closed -$2.98K – 10513
2023
Q1 		$2K Buy
+377
New +$3.33K ﹤0.01% 8616
2022
Q4 		– Sell
-186
Closed -$1.18K – 11179
2022
Q3 		$0 Sell
186
-2,396
-93% -$13.7K ﹤0.01% 11547
2022
Q2 		$15K Sell
2,582
-16,095
-86% -$94.9K ﹤0.01% 7926
2022
Q1 		$143K Buy
18,677
+17,113
+1,094% +$123K ﹤0.01% 5660
2021
Q4 		$13K Sell
1,564
-7,339
-82% -$65.8K ﹤0.01% 8842
2021
Q3 		$96K Buy
8,903
+4,007
+82% +$43.3K ﹤0.01% 6678
2021
Q2 		$53K Buy
4,896
+541
+12% +$5.89K ﹤0.01% 7591
2021
Q1 		$45K Buy
+4,355
New +$48.7K ﹤0.01% 6752

Other funds holding LUNA

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MMCM
Murphy & Mullick Capital Management Smithtown, New York $135M AUM 29.14% 1-Year Est. Return

Simplex Trading's LUNA Position: Q2 2025 in Review

Simplex Trading sold out of Luna Innovations Incorporated (LUNA) in Q2 2025, closing a stake of 2,700 shares — an estimated $1K sold.

Simplex Trading first reported a position in LUNA in Q1 2021 and held it in 13 quarters. The position peaked at $143K in Q1 2022. 4 funds tracked by Wall St. Rank hold LUNA as of Q2 2025.

  • Simplex Trading reported no remaining Luna Innovations Incorporated position as of Q2 2025 after selling out during the quarter.
  • Simplex Trading sold 2,700 Luna Innovations Incorporated shares in Q2 2025, an estimated $1K.
  • Simplex Trading first reported a position in Luna Innovations Incorporated in Q1 2021 and held it in 13 quarters.
  • Simplex Trading's Luna Innovations Incorporated position peaked at $143K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q2 2025.

Based on Simplex Trading's 13F filing for Q2 2025, filed 5 Aug 2025.