TSWM
GMED icon

Tyler-Stone Wealth Management’s Globus Medical GMED Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-350
Closed -$24K – 557
2024
Q2 		$24K Hold
350
– – 0.01% 493
2024
Q1 		$18.8K Hold
350
– – 0.01% 536
2023
Q4 		$18.7K Hold
350
– – 0.01% 514
2023
Q3 		$17K Hold
350
– – 0.01% 507
2023
Q2 		$21K Buy
+350
New +$19.9K 0.01% 477
2022
Q4 		$26K Hold
350
– – 0.02% 412
2022
Q3 		$21K Hold
350
– – 0.02% 427
2022
Q2 		$20K Hold
350
– – 0.01% 444
2022
Q1 		$26K Hold
350
– – 0.01% 433
2021
Q4 		$25K Buy
+350
New +$25.4K 0.01% 468

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Tyler-Stone Wealth Management's GMED Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Globus Medical (GMED) in Q3 2024, closing a stake of 350 shares — an estimated $24K sold.

Tyler-Stone Wealth Management first reported a position in GMED in Q4 2021 and held it in 10 quarters. The position peaked at $26K in Q4 2022. 449 funds tracked by Wall St. Rank hold GMED as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Globus Medical position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 350 Globus Medical shares in Q3 2024, an estimated $24K.
  • Tyler-Stone Wealth Management first reported a position in Globus Medical in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Globus Medical position peaked at $26K in Q4 2022.
  • 449 funds tracked by Wall St. Rank held Globus Medical as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.