PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in GMED — Globus Medical Inc
CIK 2145782
WALTHAM, MA
Position in GMED
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$170,898
-$18,567 QoQ
Shares Held
2,163
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#441
of 597 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GMED Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $509,209 across 7 Medical Devices names. GMED ranks #1 (33.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GMED |
Globus Medical Inc
This page
|
2,163 | $170,898 | |
| 2 | MDT |
Medtronic plc
|
1,558 | $121,882 | |
| 3 | BSX |
Boston Scientific Corp
|
1,992 | $85,018 | |
| 4 | ABT |
Abbott Laboratories
|
667 | $60,523 | |
| 5 | SYK |
Stryker Corp
|
105 | $33,058 | |
| 6 | STE |
STERIS plc
|
152 | $32,006 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
91 | $5,824 |
All Filings in GMED
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,898 | 2,163 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $189,465 | 2,199 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $300,782 | 3,445 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $270,772 | 4,728 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $213,770 | 3,622 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||