Mindset Wealth Management
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Mindset Wealth Management’s Globus Medical GMED Stock Holding History

Mindset 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
Q3 		$780K Hold
10,415
– – 0.14% 68
2026
Q2 		$823K Sell
10,415
-100
-1% -$8.5K 0.16% 68
2026
Q1 		$906K Sell
10,515
-200
-2% -$18K 0.24% 53
2025
Q4 		$936K Buy
10,715
+200
+2% +$15.2K 0.25% 43
2025
Q3 		$602K Hold
10,515
– – 0.16% 65
2025
Q2 		$621K Hold
10,515
– – 0.2% 59
2025
Q1 		$770K Hold
10,515
– – 0.3% 31
2024
Q4 		$870K Hold
10,515
– – 0.32% 24
2024
Q3 		$752K Buy
+10,515
New +$742K 0.31% 27

Other funds holding GMED

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Paradice Investment Management
Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Mindset Wealth Management's GMED Position: Q3 2026 in Review

Mindset Wealth Management held its Globus Medical (GMED) position steady in Q3 2026 at 10,415 shares worth $780K. The position accounts for 0.14% of the portfolio, ranked #68.

Mindset Wealth Management first reported a position in GMED in Q3 2024 and has held it in 9 quarters since. The position peaked at $936K in Q4 2025. 122 funds tracked by Wall St. Rank hold GMED as of Q3 2026.

  • Mindset Wealth Management held 10,415 shares of Globus Medical worth $780K as of Q3 2026.
  • Mindset Wealth Management left its Globus Medical share count unchanged in Q3 2026.
  • Globus Medical made up 0.14% of Mindset Wealth Management's portfolio in Q3 2026, its #68 holding.
  • Mindset Wealth Management first reported a position in Globus Medical in Q3 2024 and has held it in 9 quarters since.
  • Mindset Wealth Management's Globus Medical position peaked at $936K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Globus Medical as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.