Wealth Preservation Advisors’s Globus Medical GMED Stock Holding History

Wealth Preservation Advisors’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	–	Sell	-150	Closed	-$12.9K	–	419
2026 Q1	$12.9K	Buy	+150	New	+$13.5K	0.01%	373

Other funds holding GMED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wealth Preservation Advisors's GMED Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Globus Medical (GMED) in Q2 2026, closing a stake of 150 shares — an estimated $12.9K sold.

Wealth Preservation Advisors first reported a position in GMED in Q1 2026 and held it in 1 quarter. The position peaked at $12.9K in Q1 2026. 601 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

Wealth Preservation Advisors reported no remaining Globus Medical position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 150 Globus Medical shares in Q2 2026, an estimated $12.9K.
Wealth Preservation Advisors first reported a position in Globus Medical in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Globus Medical position peaked at $12.9K in Q1 2026.
601 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.