XWM
GMED icon

Xcel Wealth Management’s Globus Medical GMED Stock Holding History

Xcel 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
2026
Q1 		$1.16M Sell
13,411
-32
-0.2% -$2.87K 0.32% 63
2025
Q4 		$1.17M Sell
13,443
-200
-1% -$15.2K 0.3% 68
2025
Q3 		$781K Hold
13,643
– – 0.2% 78
2025
Q2 		$805K Sell
13,643
-60
-0.4% -$3.88K 0.23% 73
2025
Q1 		$1M Sell
13,703
-126
-0.9% -$10.4K 0.31% 63
2024
Q4 		$1.14M Sell
13,829
-20
-0.1% -$1.58K 0.32% 58
2024
Q3 		$991K Buy
13,849
+75
+0.5% +$5.29K 0.29% 62
2024
Q2 		$943K Buy
13,774
+1,914
+16% +$114K 0.3% 61
2024
Q1 		$636K Buy
+11,860
New +$638K 0.2% 73

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VCM
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VPM
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return