Bogart Wealth LLC’s Globus Medical GMED Stock Holding History

Bogart Wealth LLC’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 Q2	$6.24K	Buy	+79	New	+$6.71K	﹤0.01%	1144
2026 Q1	–	Sell	-6	Closed	-$524	–	1866
2025 Q4	$524	Buy	+6	New	+$455	﹤0.01%	1456
2022 Q4	–	Sell	-76	Closed	-$5K	–	1111
2022 Q3	$5K	Buy	+76	New	+$4.58K	﹤0.01%	687

Other funds holding GMED

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

Jupiter Topco New York $245B AUM

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bogart Wealth LLC's GMED Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Globus Medical (GMED) in Q2 2026: 79 shares worth $6.24K. The stake represents ﹤0.01% of the portfolio and ranks #1144 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in GMED as recently as Q4 2025.

Bogart Wealth LLC first reported a position in GMED in Q3 2022 and has held it in 3 quarters since. 596 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

Bogart Wealth LLC held 79 shares of Globus Medical worth $6.24K as of Q2 2026.
Globus Medical was a new Bogart Wealth LLC position in Q2 2026.
Globus Medical made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1144 holding.
Bogart Wealth LLC first reported a position in Globus Medical in Q3 2022 and has held it in 3 quarters since.
596 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.