True Wealth Design’s Globus Medical GMED Stock Holding History

True Wealth Design’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	$19.3K	Sell	257 -62	-19%	-$4.91K	﹤0.01%	844
2026 Q2	$25.2K	Buy	319 +60	+23%	+$5.1K	0.01%	731
2026 Q1	$22.3K	Buy	259 +161	+164%	+$14.5K	0.01%	672
2025 Q4	$8.56K	Buy	98 +15	+18%	+$1.14K	﹤0.01%	914
2025 Q3	$4.75K	Buy	+83	New	+$4.78K	﹤0.01%	1095
2025 Q2	–	Sell	-8	Closed	-$586	–	2674
2025 Q1	$586	Buy	+8	New	+$661	﹤0.01%	1485

Other funds holding GMED

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

LFS

Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

True Wealth Design's GMED Position: Q3 2026 in Review

True Wealth Design reduced its Globus Medical (GMED) stake by 19% in Q3 2026, selling an estimated $4.91K and leaving 257 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

True Wealth Design first reported a position in GMED in Q1 2025 and has held it in 6 quarters since. The position peaked at $25.2K in Q2 2026. 55 funds tracked by Wall St. Rank hold GMED as of Q3 2026.

True Wealth Design held 257 shares of Globus Medical worth $19.3K as of Q3 2026.
True Wealth Design sold 62 Globus Medical shares in Q3 2026, an estimated $4.91K.
Globus Medical made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #844 holding.
True Wealth Design first reported a position in Globus Medical in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Globus Medical position peaked at $25.2K in Q2 2026.
55 funds tracked by Wall St. Rank held Globus Medical as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.