Global View Capital Management LLC COM — DIREXION SHS ETF TR

Ownership history in Global View Capital Management LLC  ·  6 quarters on record

AI Ownership Summary

Global View Capital Management LLC reported DIREXION SHS ETF TR (COM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.26% in 2024 Q4. The latest visible filing shows COM at 1.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this COM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global View Capital Management LLC's position in DIREXION SHS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

COM was reported at 1.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.26% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

COM stock page Global View Capital Management LLC fund profile Global View Capital Management LLC full holdings
How Global View Capital Management LLC held COM — position size vs. price
% of Fund (quarterly)    COM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 130,999 +1,960 +1.5% 1.17% $4.4M 2026-05-04 $34.54
2025 Q4 REDUCED — — — 129,039 -5,973 -4.4% 0.71% $3.8M 2026-01-14 $30.61
2025 Q3 REDUCED — — — 135,012 -4,132 -3.0% 0.82% $3.9M 2025-10-29 $28.80
2025 Q2 REDUCED — — — 139,144 -6,751 -4.6% 1.23% $3.8M 2025-08-15 $27.05
2025 Q1 REDUCED 35.5% -4.8% ✅ 145,895 -80,369 -35.5% 1.56% $4.3M 2025-05-13 $27.51
2024 Q4 INITIATED — — — 226,264 — — 2.26% $6.5M 2025-02-07 $27.76

🏢 Other funds also holding COM

As of 2026 Q1 — sorted by position size

Pasadena Private Wealth, LLC 3Y 7Y 1.66% TriaGen Wealth Management LLC 3Y 1.06% Ifrah Financial Services, Inc. 3Y 7Y 1.05% Riverbend Wealth Management, LLC 0.47% Rooted Wealth Advisors, Inc. 3Y 0.36% Stratos Investment Management, LLC 3Y 0.22% NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3Y 7Y 0.16% IRON Financial LLC 3Y 7Y 0.13% WESPAC Advisors, LLC 3Y 7Y 0.12% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.08%

FAQ About Global View Capital Management LLC and COM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global View Capital Management LLC reported owning COM?

Global View Capital Management LLC reported COM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported COM position in Global View Capital Management LLC's portfolio?

The largest reported portfolio weight for COM was 2.26% in 2024 Q4.

What is the latest reported COM position on this page?

The most recent filing on this page is 2026 Q1, when Global View Capital Management LLC reported 130,999 shares, equal to 1.17% of portfolio, with an estimated market value of $4.4M.

What does the chart on this COM ownership page compare?

The chart compares Global View Capital Management LLC's quarterly COM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Global View Capital Management LLC time their COM position?

Based on 13F filing dates vs. subsequent COM price moves, Global View Capital Management LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on COM relative to SPY over the holding period was +2.1%.

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