Covestor’s Globus Medical GMED Stock Holding History

Covestor’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 Q1	$107K	Sell	1,238 -3,505	-74%	-$315K	0.07%	262
2025 Q4	$414K	Sell	4,743 -138	-3%	-$10.5K	0.22%	59
2025 Q3	$280K	Buy	4,881 +4,139	+558%	+$238K	0.15%	101
2025 Q2	$44K	Buy	742 +357	+93%	+$23.1K	0.03%	937
2025 Q1	$28K	Sell	385 -82	-18%	-$6.78K	0.02%	1068
2024 Q4	$39K	Buy	467 +109	+30%	+$8.6K	0.02%	943
2024 Q3	$26K	Sell	358 -957	-73%	-$67.6K	0.02%	1118
2024 Q2	$90K	Sell	1,315 -928	-41%	-$55.4K	0.06%	560
2024 Q1	$120K	Buy	2,243 +252	+13%	+$13.5K	0.08%	408
2023 Q4	$106K	Buy	1,991 +167	+9%	+$8.14K	0.07%	458
2023 Q3	$91K	Buy	1,824 +101	+6%	+$5.65K	0.07%	474
2023 Q2	$103K	Buy	1,723 +279	+19%	+$15.9K	0.08%	419
2023 Q1	$82K	Buy	1,444 +3	+0.2%	+$192	0.07%	488
2022 Q4	$107K	Sell	1,441 -235	-14%	-$16K	0.09%	348
2022 Q3	$100K	Buy	1,676 +1,194	+248%	+$71.9K	0.09%	350
2022 Q2	$27K	Sell	482 -303	-39%	-$19.9K	0.02%	919
2022 Q1	$58K	Buy	785 +364	+86%	+$25.3K	0.04%	754
2021 Q4	$30K	Buy	+421	New	+$30.6K	0.04%	755

Other funds holding GMED

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return