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Geneos Wealth Management’s Globus Medical GMED Stock Holding History

Geneos 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
2026
Q2 		$7.11K Hold
90
– – ﹤0.01% 2098
2026
Q1 		$7.75K Hold
90
– – ﹤0.01% 2053
2025
Q4 		$7.86K Sell
90
-50
-36% -$3.79K ﹤0.01% 2030
2025
Q3 		$8.02K Sell
140
-173
-55% -$9.96K ﹤0.01% 2028
2025
Q2 		$18.5K Buy
313
+50
+19% +$3.23K ﹤0.01% 2064
2025
Q1 		$19.3K Buy
263
+100
+61% +$8.26K ﹤0.01% 1969
2024
Q4 		$13.5K Buy
163
+50
+44% +$3.94K ﹤0.01% 1919
2024
Q3 		$8.08K Buy
+113
New +$7.98K ﹤0.01% 1913
2024
Q1 		– Sell
-60
Closed -$3.2K – 2171
2023
Q4 		$3.2K Sell
60
-400
-87% -$19.5K ﹤0.01% 1825
2023
Q3 		$22.8K Hold
460
– – ﹤0.01% 1335
2023
Q2 		$27.4K Buy
+460
New +$26.2K ﹤0.01% 1271
2020
Q1 		– Sell
-130
Closed -$7K – 2528
2019
Q4 		$7K Hold
130
– – ﹤0.01% 2096
2019
Q3 		$6K Hold
130
– – ﹤0.01% 2055
2019
Q2 		$5K Hold
130
– – ﹤0.01% 2105
2019
Q1 		$6K Hold
130
– – ﹤0.01% 1990
2018
Q4 		$5K Hold
130
– – ﹤0.01% 1979
2018
Q3 		$7K Hold
130
– – ﹤0.01% 1960
2018
Q2 		$6K Hold
130
– – ﹤0.01% 1873
2018
Q1 		$6K Hold
130
– – ﹤0.01% 1807
2017
Q4 		$5K Hold
130
– – ﹤0.01% 1810
2017
Q3 		$3K Hold
130
– – ﹤0.01% 1891
2017
Q2 		$4K Hold
130
– – ﹤0.01% 1784
2017
Q1 		$3K Sell
130
-66
-34% -$1.8K ﹤0.01% 1806
2016
Q4 		$4K Sell
196
-300
-60% -$6.82K ﹤0.01% 1684
2016
Q3 		$11K Buy
496
+196
+65% +$4.61K ﹤0.01% 1335
2016
Q2 		$7K Buy
300
+200
+200% +$4.8K ﹤0.01% 1427
2016
Q1 		$2K Buy
+100
New +$2.44K ﹤0.01% 1661

Other funds holding GMED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geneos Wealth Management's GMED Position: Q2 2026 in Review

Geneos Wealth Management held its Globus Medical (GMED) position steady in Q2 2026 at 90 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2098.

Geneos Wealth Management first reported a position in GMED in Q1 2016 and has held it in 27 quarters since. The position peaked at $27.4K in Q2 2023. 596 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • Geneos Wealth Management held 90 shares of Globus Medical worth $7.11K as of Q2 2026.
  • Geneos Wealth Management left its Globus Medical share count unchanged in Q2 2026.
  • Globus Medical made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2098 holding.
  • Geneos Wealth Management first reported a position in Globus Medical in Q1 2016 and has held it in 27 quarters since.
  • Geneos Wealth Management's Globus Medical position peaked at $27.4K in Q2 2023.
  • 596 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.