Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Globus Medical GMED Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$2.2M Buy
40,563
+5,814
+17% +$494K ﹤0.01% 1506
2026
Q1 		$2.01M Buy
34,749
+23,024
+196% +$2.07M ﹤0.01% 1389
2025
Q4 		$1.12M Buy
11,725
+5,409
+86% +$411K ﹤0.01% 1877
2025
Q3 		$375K Buy
6,316
+170
+3% +$9.79K ﹤0.01% 2598
2025
Q2 		$364K Buy
6,146
+503
+9% +$32.5K ﹤0.01% 2469
2025
Q1 		$413K Sell
5,643
-144
-2% -$11.9K ﹤0.01% 2178
2024
Q4 		$479K Buy
5,787
+150
+3% +$11.8K ﹤0.01% 2025
2024
Q3 		$403K Buy
5,637
+140
+3% +$9.88K ﹤0.01% 1970
2024
Q2 		$376K Buy
5,497
+609
+12% +$36.4K ﹤0.01% 1829
2024
Q1 		$262K Buy
4,888
+699
+17% +$37.6K ﹤0.01% 2005
2023
Q4 		$223K Sell
4,189
-447
-10% -$21.8K ﹤0.01% 2030
2023
Q3 		$230K Buy
+4,636
New +$259K ﹤0.01% 1915

Other funds holding GMED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wealth Enhancement Advisory Services's GMED Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Globus Medical (GMED) stake by 17% in Q2 2026, buying an estimated $494K and bringing the position to 40,563 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

Wealth Enhancement Advisory Services first reported a position in GMED in Q3 2023 and has held it in 12 quarters since. 600 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • Wealth Enhancement Advisory Services held 40,563 shares of Globus Medical worth $2.2M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,814 Globus Medical shares in Q2 2026, an estimated $494K.
  • Globus Medical made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1506 holding.
  • Wealth Enhancement Advisory Services first reported a position in Globus Medical in Q3 2023 and has held it in 12 quarters since.
  • 600 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.