TCWM
LUNA

Total Clarity Wealth Management’s Luna Innovations Incorporated LUNA Stock Holding History

Total Clarity Wealth Management’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
-641
Closed -$1.39K – 357
2025
Q1 		$1.39K Buy
+641
New +$1.06K ﹤0.01% 275
2022
Q3 		– Sell
-700
Closed -$4K – 1054
2022
Q2 		$4K Buy
+700
New +$4.13K ﹤0.01% 867
2022
Q1 		– Sell
-637
Closed -$5K – 1000
2021
Q4 		$5K Buy
637
+57
+10% +$511 ﹤0.01% 825
2021
Q3 		$6K Buy
+580
New +$6.26K ﹤0.01% 801

Other funds holding LUNA

GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MMCM
Murphy & Mullick Capital Management Smithtown, New York $161M AUM 39.43% 1-Year Est. Return

Total Clarity Wealth Management's LUNA Position: Q2 2025 in Review

Total Clarity Wealth Management sold out of Luna Innovations Incorporated (LUNA) in Q2 2025, closing a stake of 641 shares — an estimated $1.39K sold.

Total Clarity Wealth Management first reported a position in LUNA in Q3 2021 and held it in 4 quarters. The position peaked at $6K in Q3 2021. 4 funds tracked by Wall St. Rank hold LUNA as of Q2 2025.

  • Total Clarity Wealth Management reported no remaining Luna Innovations Incorporated position as of Q2 2025 after selling out during the quarter.
  • Total Clarity Wealth Management sold 641 Luna Innovations Incorporated shares in Q2 2025, an estimated $1.39K.
  • Total Clarity Wealth Management first reported a position in Luna Innovations Incorporated in Q3 2021 and held it in 4 quarters.
  • Total Clarity Wealth Management's Luna Innovations Incorporated position peaked at $6K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q2 2025.

Based on Total Clarity Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.