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Retirement Wealth Solutions’s Globus Medical GMED Stock Holding History

Retirement Wealth Solutions’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
Q3 		– Sell
-92
Closed -$5.43K – 846
2025
Q2 		$5.43K Hold
92
– – ﹤0.01% 284
2025
Q1 		$6.74K Hold
92
– – 0.01% 263
2024
Q4 		$8.01K Buy
+92
New +$7.26K 0.01% 249

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
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
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Retirement Wealth Solutions's GMED Position: Q3 2025 in Review

Retirement Wealth Solutions sold out of Globus Medical (GMED) in Q3 2025, closing a stake of 92 shares — an estimated $5.43K sold.

Retirement Wealth Solutions first reported a position in GMED in Q4 2024 and held it in 3 quarters. The position peaked at $8.01K in Q4 2024. 489 funds tracked by Wall St. Rank hold GMED as of Q3 2025.

  • Retirement Wealth Solutions reported no remaining Globus Medical position as of Q3 2025 after selling out during the quarter.
  • Retirement Wealth Solutions sold 92 Globus Medical shares in Q3 2025, an estimated $5.43K.
  • Retirement Wealth Solutions first reported a position in Globus Medical in Q4 2024 and held it in 3 quarters.
  • Retirement Wealth Solutions's Globus Medical position peaked at $8.01K in Q4 2024.
  • 489 funds tracked by Wall St. Rank held Globus Medical as of Q3 2025.

Based on Retirement Wealth Solutions's 13F filing for Q3 2025, filed 8 Oct 2025.