Carson Wealth (CWM LLC)’s Globus Medical GMED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.24M | Buy |
26,004
+22,993
| +764% | +$2.06M | 0.01% | 1153 |
|
|
2025
Q4 | $263K | Buy |
3,011
+1,905
| +172% | +$145K | ﹤0.01% | 2339 |
|
|
2025
Q3 | $63K | Sell |
1,106
-523
| -32% | -$30.1K | ﹤0.01% | 3332 |
|
|
2025
Q2 | $96K | Buy |
1,629
+467
| +40% | +$30.2K | ﹤0.01% | 2769 |
|
|
2025
Q1 | $85K | Buy |
1,162
+59
| +5% | +$4.88K | ﹤0.01% | 2559 |
|
|
2024
Q4 | $91K | Buy |
1,103
+490
| +80% | +$38.6K | ﹤0.01% | 2344 |
|
|
2024
Q3 | $44K | Buy |
613
+39
| +7% | +$2.75K | ﹤0.01% | 2785 |
|
|
2024
Q2 | $39K | Buy |
574
+79
| +16% | +$4.72K | ﹤0.01% | 2636 |
|
|
2024
Q1 | $27K | Sell |
495
-497
| -50% | -$26.7K | ﹤0.01% | 2705 |
|
|
2023
Q4 | $53K | Sell |
992
-269
| -21% | -$13.1K | ﹤0.01% | 2138 |
|
|
2023
Q3 | $63K | Sell |
1,261
-374
| -23% | -$20.9K | ﹤0.01% | 1927 |
|
|
2023
Q2 | $97K | Sell |
1,635
-96
| -6% | -$5.47K | ﹤0.01% | 1586 |
|
|
2023
Q1 | $98K | Buy |
1,731
+584
| +51% | +$37.4K | ﹤0.01% | 1499 |
|
|
2022
Q4 | $85K | Sell |
1,147
-60
| -5% | -$4.08K | ﹤0.01% | 1451 |
|
|
2022
Q3 | $72K | Buy |
1,207
+129
| +12% | +$7.77K | ﹤0.01% | 1489 |
|
|
2022
Q2 | $61K | Buy |
1,078
+957
| +791% | +$62.9K | ﹤0.01% | 1536 |
|
|
2022
Q1 | $9K | Buy |
121
+46
| +61% | +$3.2K | ﹤0.01% | 2537 |
|
|
2021
Q4 | $5K | Buy |
+75
| New | +$5.44K | ﹤0.01% | 2719 |
|
|
2021
Q2 | $15K | Hold |
188
| – | – | ﹤0.01% | 1925 |
|
|
2021
Q1 | $15K | Hold |
188
| – | – | ﹤0.01% | 1925 |
|
|
2020
Q4 | $15K | Hold |
188
| – | – | ﹤0.01% | 1925 |
|
|
2020
Q3 | $15K | Hold |
188
| – | – | ﹤0.01% | 1925 |
|
|
2020
Q2 | $15K | Hold |
188
| – | – | ﹤0.01% | 1925 |
|
|
2020
Q1 | $15K | Hold |
188
| – | – | ﹤0.01% | 1924 |
|
|
2019
Q4 | $15K | Hold |
188
| – | – | ﹤0.01% | 1924 |
|
|
2019
Q3 | $15K | Hold |
188
| – | – | ﹤0.01% | 1924 |
|
|
2019
Q2 | $15K | Hold |
188
| – | – | ﹤0.01% | 1924 |
|
|
2019
Q1 | $15K | Buy |
+188
| New | +$8.5K | ﹤0.01% | 1924 |
|
|
2018
Q4 | – | Sell |
-36
| Closed | -$2K | – | 2156 |
|
|
2018
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 1521 |
|
|
2018
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 1375 |
|
|
2018
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 1167 |
|
|
2017
Q4 | $1K | Buy |
+36
| New | +$1.26K | ﹤0.01% | 1352 |
|
Other funds holding GMED
SC
Carson Wealth (CWM LLC)'s GMED Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Globus Medical (GMED) stake by 764% in Q1 2026, buying an estimated $2.06M and bringing the position to 26,004 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #1153.
Carson Wealth (CWM LLC) first reported a position in GMED in Q4 2017 and has held it in 32 quarters since. 607 funds tracked by Wall St. Rank hold GMED as of Q1 2026.
- Carson Wealth (CWM LLC) held 26,004 shares of Globus Medical worth $2.24M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 22,993 Globus Medical shares in Q1 2026, an estimated $2.06M.
- Globus Medical made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1153 holding.
- Carson Wealth (CWM LLC) first reported a position in Globus Medical in Q4 2017 and has held it in 32 quarters since.
- 607 funds tracked by Wall St. Rank held Globus Medical as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.