Ownership history in RIDGECREST WEALTH PARTNERS, LLC Β· 4 quarters on record
This page tracks every 13F SEC filing in which RIDGECREST WEALTH PARTNERS, LLC reported a position in DIREXION SHS ETF TR (TSLS). 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 RIDGECREST WEALTH PARTNERS, LLC underperformed the S&P 500 by β71.5% annually on this TSLS position. Timing score: 0% (0/3 decisions correct). Average cost basis: $619.37. Maximum drawdown during holding period: β35.0%.
β Significantly underperformed the S&P 500 by 71.5% ann.
3 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
0 of 3 add/trim decisions correct
Best entry: $507.00 (2025 Q4) Β· Worst: $779.41 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 0 trims. Bought during 3 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.11% 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