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Cape Investment Advisory’s Globus Medical GMED Stock Holding History

Cape Investment Advisory’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 		$17.5K Buy
+222
New +$18.9K ﹤0.01% 725
2025
Q3 		– Sell
-96
Closed -$5.67K – 975
2025
Q2 		$5.67K Buy
96
+21
+28% +$1.36K ﹤0.01% 736
2025
Q1 		$5.49K Hold
75
– – ﹤0.01% 728
2024
Q4 		$6.2K Hold
75
– – ﹤0.01% 688
2024
Q3 		$5.37K Buy
+75
New +$5.29K ﹤0.01% 686

Other funds holding GMED

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Cape Investment Advisory's GMED Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Globus Medical (GMED) in Q2 2026: 222 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #725 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in GMED as recently as Q2 2025.

Cape Investment Advisory first reported a position in GMED in Q3 2024 and has held it in 5 quarters since. 129 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • Cape Investment Advisory held 222 shares of Globus Medical worth $17.5K as of Q2 2026.
  • Globus Medical was a new Cape Investment Advisory position in Q2 2026.
  • Globus Medical made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #725 holding.
  • Cape Investment Advisory first reported a position in Globus Medical in Q3 2024 and has held it in 5 quarters since.
  • 129 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.