Wealth Alliance
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Wealth Alliance’s Globus Medical GMED Stock Holding History

Wealth Alliance’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 		$321K Buy
+4,283
New +$339K 0.03% 424
2023
Q1 		– Sell
-3,432
Closed -$255K – 519
2022
Q4 		$255K Buy
+3,432
New +$234K 0.05% 389

Other funds holding GMED

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Wealth Alliance's GMED Position: Q3 2026 in Review

Wealth Alliance opened a new position in Globus Medical (GMED) in Q3 2026: 4,283 shares worth $321K. The stake represents 0.03% of the portfolio and ranks #424 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in GMED as recently as Q4 2022.

Wealth Alliance first reported a position in GMED in Q4 2022 and has held it in 2 quarters since. 512 funds tracked by Wall St. Rank hold GMED as of Q3 2026.

  • Wealth Alliance held 4,283 shares of Globus Medical worth $321K as of Q3 2026.
  • Globus Medical was a new Wealth Alliance position in Q3 2026.
  • Globus Medical made up 0.03% of Wealth Alliance's portfolio in Q3 2026, its #424 holding.
  • Wealth Alliance first reported a position in Globus Medical in Q4 2022 and has held it in 2 quarters since.
  • 512 funds tracked by Wall St. Rank held Globus Medical as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.