Avion Wealth’s Globus Medical GMED Stock Holding History

Avion Wealth’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	–	Sell	-6	Closed	–	–	1381
2025 Q4	$0	Buy	+6	New	+$455	﹤0.01%	1366
2025 Q2	–	Sell	-3	Closed	–	–	1335
2025 Q1	$0	Buy	+3	New	+$248	﹤0.01%	1154
2023 Q4	–	Sell	-10	Closed	–	–	1178
2023 Q3	$0	Buy	+10	New	+$559	﹤0.01%	954
2023 Q2	–	Sell	-7	Closed	–	–	844
2023 Q1	$0	Buy	+7	New	+$449	﹤0.01%	625

Other funds holding GMED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avion Wealth's GMED Position: Q1 2026 in Review

Avion Wealth sold out of Globus Medical (GMED) in Q1 2026, closing a stake of 6 shares.

Avion Wealth first reported a position in GMED in Q1 2023 and held it in 4 quarters. The position peaked at $0 in Q4 2025. 607 funds tracked by Wall St. Rank hold GMED as of Q1 2026.

Avion Wealth reported no remaining Globus Medical position as of Q1 2026 after selling out during the quarter.
Avion Wealth sold 6 Globus Medical shares in Q1 2026.
Avion Wealth first reported a position in Globus Medical in Q1 2023 and held it in 4 quarters.
Avion Wealth's Globus Medical position peaked at $0 in Q4 2025.
607 funds tracked by Wall St. Rank held Globus Medical as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.