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
2024
Q2 		– Sell
-13,300
Closed -$42K – 10203
2024
Q1 		$42K Buy
13,300
+6,400
+93% +$40.8K ﹤0.01% 6427
2023
Q4 		$45K Sell
6,900
-2,900
-30% -$17.9K ﹤0.01% 6187
2023
Q3 		$57K Sell
9,800
-13,100
-57% -$99.2K ﹤0.01% 5693
2023
Q2 		$208K Buy
22,900
+12,300
+116% +$97.4K ﹤0.01% 4259
2023
Q1 		$76K Sell
10,600
-6,700
-39% -$59.1K ﹤0.01% 5474
2022
Q4 		$152K Sell
17,300
-15,000
-46% -$95.1K ﹤0.01% 4571
2022
Q3 		$143K Buy
32,300
+6,000
+23% +$34.3K ﹤0.01% 5040
2022
Q2 		$153K Buy
26,300
+22,600
+611% +$133K ﹤0.01% 4974
2022
Q1 		$28K Sell
3,700
-20,000
-84% -$144K ﹤0.01% 7885
2021
Q4 		$200K Buy
23,700
+6,500
+38% +$58.3K ﹤0.01% 5203
2021
Q3 		$186K Hold
17,200
– – ﹤0.01% 5720
2021
Q2 		$186K Buy
17,200
+17,045
+10,997% +$186K ﹤0.01% 5802
2021
Q1 		$163K Buy
+155
New +$1.73K ﹤0.01% 5056

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.