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Beacon Investment Advisory Services’s Globus Medical GMED Stock Holding History

Beacon Investment Advisory Services’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
Q3 		$2.55K Hold
34
– – ﹤0.01% 725
2026
Q2 		$2.69K Hold
34
– – ﹤0.01% 734
2026
Q1 		$2.93K Buy
+34
New +$3.05K ﹤0.01% 727

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Congress Asset Management
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Wealth Enhancement Advisory Services
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OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Beacon Investment Advisory Services's GMED Position: Q3 2026 in Review

Beacon Investment Advisory Services held its Globus Medical (GMED) position steady in Q3 2026 at 34 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Beacon Investment Advisory Services first reported a position in GMED in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.93K in Q1 2026. 52 funds tracked by Wall St. Rank hold GMED as of Q3 2026.

  • Beacon Investment Advisory Services held 34 shares of Globus Medical worth $2.55K as of Q3 2026.
  • Beacon Investment Advisory Services left its Globus Medical share count unchanged in Q3 2026.
  • Globus Medical made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #725 holding.
  • Beacon Investment Advisory Services first reported a position in Globus Medical in Q1 2026 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's Globus Medical position peaked at $2.93K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held Globus Medical as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.