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Provenance Wealth Advisors’s Globus Medical GMED Stock Holding History

Provenance Wealth Advisors’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
-18
Closed -$1.32K – 472
2025
Q1 		$1.32K Hold
18
– – ﹤0.01% 444
2024
Q4 		$1.49K Hold
18
– – ﹤0.01% 460
2024
Q3 		$1.29K Hold
18
– – ﹤0.01% 509
2024
Q2 		$1.23K Hold
18
– – ﹤0.01% 426
2024
Q1 		$966 Hold
18
– – ﹤0.01% 487
2023
Q4 		$959 Hold
18
– – ﹤0.01% 531
2023
Q3 		$894 Buy
+18
New +$1.01K ﹤0.01% 418

Other funds holding GMED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Provenance Wealth Advisors's GMED Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of Globus Medical (GMED) in Q2 2025, closing a stake of 18 shares — an estimated $1.32K sold.

Provenance Wealth Advisors first reported a position in GMED in Q3 2023 and held it in 7 quarters. The position peaked at $1.49K in Q4 2024. 480 funds tracked by Wall St. Rank hold GMED as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining Globus Medical position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 18 Globus Medical shares in Q2 2025, an estimated $1.32K.
  • Provenance Wealth Advisors first reported a position in Globus Medical in Q3 2023 and held it in 7 quarters.
  • Provenance Wealth Advisors's Globus Medical position peaked at $1.49K in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Globus Medical as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.