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Dogwood Wealth Management’s Globus Medical GMED Stock Holding History

Dogwood Wealth Management’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
Q2 		– Sell
-1
Closed -$73 – 713
2025
Q1 		$73 Hold
1
– – ﹤0.01% 521
2024
Q4 		$83 Buy
+1
New +$79 ﹤0.01% 268

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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BAM
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Dogwood Wealth Management's GMED Position: Q2 2025 in Review

Dogwood Wealth Management sold out of Globus Medical (GMED) in Q2 2025, closing a stake of 1 share — an estimated $73 sold.

Dogwood Wealth Management first reported a position in GMED in Q4 2024 and held it in 2 quarters. The position peaked at $83 in Q4 2024. 480 funds tracked by Wall St. Rank hold GMED as of Q2 2025.

  • Dogwood Wealth Management reported no remaining Globus Medical position as of Q2 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 1 Globus Medical share in Q2 2025, an estimated $73.
  • Dogwood Wealth Management first reported a position in Globus Medical in Q4 2024 and held it in 2 quarters.
  • Dogwood Wealth Management's Globus Medical position peaked at $83 in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Globus Medical as of Q2 2025.

Based on Dogwood Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.