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Annis Gardner Whiting Capital Advisors’s Globus Medical GMED Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2026
Q1 		$19.4K Hold
225
– – ﹤0.01% 740
2025
Q4 		$19.6K Buy
225
+83
+58% +$6.3K ﹤0.01% 658
2025
Q3 		$8.13K Sell
142
-233
-62% -$13.4K ﹤0.01% 733
2025
Q2 		$22.1K Buy
375
+233
+164% +$15.1K 0.01% 550
2025
Q1 		$10.4K Hold
142
– – ﹤0.01% 537
2024
Q4 		$11.7K Hold
142
– – ﹤0.01% 512
2024
Q3 		$10.2K Hold
142
– – ﹤0.01% 545
2024
Q2 		$9.73K Hold
142
– – ﹤0.01% 689
2024
Q1 		$7.62K Hold
142
– – ﹤0.01% 707
2023
Q4 		$7.57K Hold
142
– – ﹤0.01% 502
2023
Q3 		$7.05K Buy
+142
New +$7.94K ﹤0.01% 498

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VPM
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State Street
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SC
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return