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GeoWealth Management’s Globus Medical GMED Stock Holding History

GeoWealth 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
Q1 		– Sell
-552
Closed -$45.7K – 1360
2024
Q4 		$45.7K Hold
552
– – ﹤0.01% 1195
2024
Q3 		$39.5K Buy
+552
New +$39K ﹤0.01% 1142

Other funds holding GMED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GeoWealth Management's GMED Position: Q1 2025 in Review

GeoWealth Management sold out of Globus Medical (GMED) in Q1 2025, closing a stake of 552 shares — an estimated $45.7K sold.

GeoWealth Management first reported a position in GMED in Q3 2024 and held it in 2 quarters. The position peaked at $45.7K in Q4 2024. 514 funds tracked by Wall St. Rank hold GMED as of Q1 2025.

  • GeoWealth Management reported no remaining Globus Medical position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 552 Globus Medical shares in Q1 2025, an estimated $45.7K.
  • GeoWealth Management first reported a position in Globus Medical in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Globus Medical position peaked at $45.7K in Q4 2024.
  • 514 funds tracked by Wall St. Rank held Globus Medical as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.