Planning Strategies Inc.’s Globus Medical GMED Stock Holding History

Planning Strategies Inc.’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	$553	Buy	+7	New	+$595	﹤0.01%	843

Other funds holding GMED

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Planning Strategies Inc.'s GMED Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Globus Medical (GMED) in Q2 2026: 7 shares worth $553. The stake represents ﹤0.01% of the portfolio and ranks #843 among its holdings.

164 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

Planning Strategies Inc. held 7 shares of Globus Medical worth $553 as of Q2 2026.
Globus Medical was a new Planning Strategies Inc. position in Q2 2026.
Globus Medical made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #843 holding.
164 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.