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Pinnacle Wealth Management’s Globus Medical GMED Stock Holding History

Pinnacle 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
-9,076
Closed -$664K – 52
2025
Q1 		$664K Buy
+9,076
New +$750K 0.75% 32

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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

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

Pinnacle Wealth Management sold out of Globus Medical (GMED) in Q2 2025, closing a stake of 9,076 shares — an estimated $664K sold.

Pinnacle Wealth Management first reported a position in GMED in Q1 2025 and held it in 1 quarter. The position peaked at $664K in Q1 2025. 480 funds tracked by Wall St. Rank hold GMED as of Q2 2025.

  • Pinnacle Wealth Management reported no remaining Globus Medical position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Wealth Management sold 9,076 Globus Medical shares in Q2 2025, an estimated $664K.
  • Pinnacle Wealth Management first reported a position in Globus Medical in Q1 2025 and held it in 1 quarter.
  • Pinnacle Wealth Management's Globus Medical position peaked at $664K in Q1 2025.
  • 480 funds tracked by Wall St. Rank held Globus Medical as of Q2 2025.

Based on Pinnacle Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.