Global Wealth Strategies & Associates NOW β€” SERVICENOW INC COM

Ownership history in Global Wealth Strategies & Associates  Β·  6 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported SERVICENOW INC COM (NOW) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows NOW at 0.00% 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 NOW 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 SERVICENOW 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 Q1

NOW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2024 Q3 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.

NOW stock page Global Wealth Strategies & Associates fund profile Global Wealth Strategies & Associates full holdings
How Global Wealth Strategies & Associates held NOW β€” position size vs. price
% of Fund (quarterly)    NOW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 7 +4 +133.3% 0.00% $732 2026-04-03 $102.00
2025 Q3 UNCHANGED β€” β€” β€” 3 β€” 0% 0.00% $3K 2025-10-02 $182.02
2025 Q2 REDUCED 40.0% -8.5% βœ… 3 -2 -40.0% 0.00% $3K 2025-07-07 $207.00
2025 Q1 ADDED β€” β€” β€” 5 +2 +66.7% 0.00% $4K 2025-04-02 $164.81
2024 Q4 UNCHANGED β€” β€” β€” 3 β€” 0% 0.00% $3K 2025-01-02 $210.87
2024 Q3 INITIATED β€” β€” β€” 3 β€” β€” 0.00% $3K 2024-10-01 $173.44

🏒 Other funds also holding NOW

As of 2026 Q2 β€” sorted by position size

Noble Wealth Management PBC 0.49% EASTERN BANK 3Y 7Y 0.02% Roxbury Financial LLC 0.01%

FAQ About Global Wealth Strategies & Associates and NOW

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 NOW?

Global Wealth Strategies & Associates reported NOW across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

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

The largest reported portfolio weight for NOW was 0.00% in 2025 Q1.

What is the latest reported NOW position on this page?

The most recent filing on this page is 2026 Q1, when Global Wealth Strategies & Associates reported 7 shares, equal to 0.00% of portfolio, with an estimated market value of $732.

What does the chart on this NOW ownership page compare?

The chart compares Global Wealth Strategies & Associates's quarterly NOW 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 NOW position?

Based on 13F filing dates vs. subsequent NOW price moves, Global Wealth Strategies & Associates correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on NOW relative to SPY over the holding period was -36.9%.

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