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AE Wealth Management’s Globus Medical GMED Stock Holding History

AE Wealth Management’s Portfolio GMED Stock Details GMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,892
Closed -$212K – 2202
2025
Q1 		$212K Buy
+2,892
New +$239K ﹤0.01% 1256
2022
Q2 		– Sell
-2,998
Closed -$221K – 1766
2022
Q1 		$221K Buy
+2,998
New +$208K ﹤0.01% 1550
2021
Q4 		– Sell
-2,726
Closed -$209K – 1725
2021
Q3 		$209K Buy
+2,726
New +$219K ﹤0.01% 1513
2021
Q1 		– Sell
-12,118
Closed -$790K – 1514
2020
Q4 		$790K Buy
+12,118
New +$697K 0.01% 788
2020
Q3 		– Sell
-6,110
Closed -$292K – 1307
2020
Q2 		$292K Buy
+6,110
New +$295K ﹤0.01% 1030

Other funds holding GMED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

AE Wealth Management's GMED Position: Q2 2025 in Review

AE Wealth Management sold out of Globus Medical (GMED) in Q2 2025, closing a stake of 2,892 shares — an estimated $212K sold.

AE Wealth Management first reported a position in GMED in Q2 2020 and held it in 5 quarters. The position peaked at $790K in Q4 2020. 480 funds tracked by Wall St. Rank hold GMED as of Q2 2025.

  • AE Wealth Management reported no remaining Globus Medical position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 2,892 Globus Medical shares in Q2 2025, an estimated $212K.
  • AE Wealth Management first reported a position in Globus Medical in Q2 2020 and held it in 5 quarters.
  • AE Wealth Management's Globus Medical position peaked at $790K in Q4 2020.
  • 480 funds tracked by Wall St. Rank held Globus Medical as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.