Berry Wealth Group’s Globus Medical GMED Stock Holding History

Berry Wealth Group’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 Q3	–	Sell	-3,563	Closed	-$210K	–	60
2025 Q2	$210K	Buy	3,563 +10	+0.3%	+$646	0.15%	98
2025 Q1	$260K	Buy	3,553 +144	+4%	+$11.9K	0.2%	76
2024 Q4	$282K	Buy	3,409 +164	+5%	+$12.9K	0.2%	63
2024 Q3	$232K	Buy	+3,245	New	+$229K	0.17%	78

Other funds holding GMED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Berry Wealth Group's GMED Position: Q3 2025 in Review

Berry Wealth Group sold out of Globus Medical (GMED) in Q3 2025, closing a stake of 3,563 shares — an estimated $210K sold.

Berry Wealth Group first reported a position in GMED in Q3 2024 and held it in 4 quarters. The position peaked at $282K in Q4 2024. 489 funds tracked by Wall St. Rank hold GMED as of Q3 2025.

Berry Wealth Group reported no remaining Globus Medical position as of Q3 2025 after selling out during the quarter.
Berry Wealth Group sold 3,563 Globus Medical shares in Q3 2025, an estimated $210K.
Berry Wealth Group first reported a position in Globus Medical in Q3 2024 and held it in 4 quarters.
Berry Wealth Group's Globus Medical position peaked at $282K in Q4 2024.
489 funds tracked by Wall St. Rank held Globus Medical as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.