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 Q3	$820K	Sell	10,944 -200	-2%	-$15.8K	0.2%	79
2026 Q2	$880K	Sell	11,144 -2,267	-17%	-$193K	0.21%	82
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

Other funds holding GMED

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Xcel Wealth Management's GMED Position: Q3 2026 in Review

Xcel Wealth Management reduced its Globus Medical (GMED) stake by 1.8% in Q3 2026, selling an estimated $15.8K and leaving 10,944 shares worth $820K. The position accounts for 0.2% of the portfolio, ranked #79.

Xcel Wealth Management first reported a position in GMED in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.17M in Q4 2025. 369 funds tracked by Wall St. Rank hold GMED as of Q3 2026.

Xcel Wealth Management held 10,944 shares of Globus Medical worth $820K as of Q3 2026.
Xcel Wealth Management sold 200 Globus Medical shares in Q3 2026, an estimated $15.8K.
Globus Medical made up 0.2% of Xcel Wealth Management's portfolio in Q3 2026, its #79 holding.
Xcel Wealth Management first reported a position in Globus Medical in Q1 2024 and has held it in 11 quarters since.
Xcel Wealth Management's Globus Medical position peaked at $1.17M in Q4 2025.
369 funds tracked by Wall St. Rank held Globus Medical as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.