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Legacy Wealth Management (Idaho)’s Globus Medical GMED Stock Holding History

Legacy Wealth Management (Idaho)’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
Q4 		– Sell
-22
Closed -$1.26K – 942
2025
Q3 		$1.26K Hold
22
– – ﹤0.01% 596
2025
Q2 		$1.3K Sell
22
-12
-35% -$775 ﹤0.01% 565
2025
Q1 		$2.49K Hold
34
– – ﹤0.01% 510
2024
Q4 		$2.98K Buy
+34
New +$2.68K ﹤0.01% 445

Other funds holding GMED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s GMED Position: Q4 2025 in Review

Legacy Wealth Management (Idaho) sold out of Globus Medical (GMED) in Q4 2025, closing a stake of 22 shares — an estimated $1.26K sold.

Legacy Wealth Management (Idaho) first reported a position in GMED in Q4 2024 and held it in 4 quarters. The position peaked at $2.98K in Q4 2024. 563 funds tracked by Wall St. Rank hold GMED as of Q4 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Globus Medical position as of Q4 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 22 Globus Medical shares in Q4 2025, an estimated $1.26K.
  • Legacy Wealth Management (Idaho) first reported a position in Globus Medical in Q4 2024 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s Globus Medical position peaked at $2.98K in Q4 2024.
  • 563 funds tracked by Wall St. Rank held Globus Medical as of Q4 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2025, filed 3 Feb 2026.