Ownership history in Confluence Wealth Services, Inc. Β· 17 quarters on record
This page tracks every 13F SEC filing in which Confluence Wealth Services, Inc. reported a position in NVIDIA CORPORATION (NVDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Confluence Wealth Services, Inc. outperformed the S&P 500 by +58.5% annually on this NVDA position. Timing score: 44% (7/16 decisions correct). Average cost basis: $123.53. Maximum drawdown during holding period: β58.7%.
π₯ Exceptional β beat the S&P 500 by 58.5% per year on this position.
16 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 16 add/trim decisions correct
Best entry: $14.60 (2022 Q4) Β· Worst: $186.56 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
13 adds Β· 4 trims. Bought during 3 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Confluence Wealth Services, Inc. has been actively increasing its NVDA allocation β a bullish signal from insiders.
Currently 0.8% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size