Xcel Wealth Management, LLC
- SEC CIK
- 0001791002
- Latest filing
- Jul 24, 2026
GMED holding history
Globus Medical Inc in every 13F filed by Xcel Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
GMED overviewAll 13F holders of GMEDFull Q2 2026 holdings
- Shares (Q2 2026)
- 11,144
- Value
- $880.5K
- % of portfolio
- 0.2%
- Quarters held
- 10
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 11,144 | $880.5K | 0.2% | −2,267−16.9% | Reduced | Holders |
| Q1 2026 | 13,411 | $1.16M | 0.3% | −32−0.2% | Reduced | Holders |
| Q4 2025 | 13,443 | $1.17M | 0.3% | −200−1.5% | Reduced | Holders |
| Q3 2025 | 13,643 | $781.3K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2025 | 13,643 | $805.2K | 0.2% | −60−0.4% | Reduced | Holders |
| Q1 2025 | 13,703 | $1.00M | 0.3% | −126−0.9% | Reduced | Holders |
| Q4 2024 | 13,829 | $1.14M | 0.3% | −20−0.1% | Reduced | Holders |
| Q3 2024 | 13,849 | $990.8K | 0.3% | +75+0.5% | Added | Holders |
| Q2 2024 | 13,774 | $943.4K | 0.3% | +1,914+16.1% | Added | Holders |
| Q1 2024 | 11,860 | $636.2K | 0.2% | +11,860 | New | Holders |