Global Wealth Strategies & Associates CSCO CISCO SYS INC COM

Ownership history in Global Wealth Strategies & Associates  ·  15 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported CISCO SYS INC COM (CSCO) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.04% in 2026 Q2. The latest visible filing shows CSCO at 0.04% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CSCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Wealth Strategies & Associates's position in CISCO SYS INC COM, 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 Q2

CSCO was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

How Global Wealth Strategies & Associates held CSCO — position size vs. price
% of Fund (quarterly)    CSCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 1,892 +48 +2.6% 0.04% $222K 2026-07-01 $115.99
2026 Q1 ADDED 1,844 +315 +20.6% 0.04% $143K 2026-04-03 $79.02
2025 Q4 REDUCED 1,529 -52 -3.3% 0.03% $118K 2026-01-02 $75.63
2025 Q3 ADDED 1,581 +1,420 +882.0% 0.03% $108K 2025-10-02 $67.17
2025 Q2 REDUCED 72.3% -1.8% 161 -421 -72.3% 0.00% $11K 2025-07-07 $67.78
2025 Q1 ADDED 582 +115 +24.6% 0.01% $36K 2025-04-02 $60.03
2024 Q4 UNCHANGED 467 0% 0.01% $28K 2025-01-02 $57.00
2024 Q3 UNCHANGED 467 0% 0.01% $25K 2024-10-01 $50.48
2024 Q2 UNCHANGED 467 0% 0.01% $22K 2024-07-02 $44.87
2024 Q1 ADDED 467 +268 +134.7% 0.01% $23K 2024-04-01 $47.10
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Global Wealth Strategies & Associates and CSCO

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

How long has Global Wealth Strategies & Associates reported owning CSCO?

Global Wealth Strategies & Associates reported CSCO across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CSCO position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for CSCO was 0.04% in 2026 Q2.

What is the latest reported CSCO position on this page?

The most recent filing on this page is 2026 Q2, when Global Wealth Strategies & Associates reported 1,892 shares, equal to 0.04% of portfolio, with an estimated market value of $222K.

What does the chart on this CSCO ownership page compare?

The chart compares Global Wealth Strategies & Associates's quarterly CSCO 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 Wealth Strategies & Associates time their CSCO position?

Based on 13F filing dates vs. subsequent CSCO price moves, Global Wealth Strategies & Associates correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on CSCO relative to SPY over the holding period was +9.4%.

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