Covea Finance GMED — GLOBUS MED INC

Ownership history in Covea Finance  ·  9 quarters on record

AI Ownership Summary

Covea Finance reported GLOBUS MED INC (GMED) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.99% in 2024 Q2. The latest visible filing shows GMED at 0.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GMED ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Covea Finance's position in GLOBUS MED INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GMED was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.99% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GMED stock page Covea Finance fund profile Covea Finance full holdings
How Covea Finance held GMED — position size vs. price
% of Fund (quarterly)    GMED price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 106,100 -4,100 -3.7% 0.32% $9.1M 2026-04-15 $94.55
2025 Q4 REDUCED 27.3% -1.3% ✅ 110,200 -41,300 -27.3% 0.32% $9.6M 2026-01-07 $90.54
2025 Q3 ADDED — — — 151,500 +4,400 +3.0% 0.30% $8.7M 2025-10-16 $58.57
2025 Q2 ADDED — — — 147,100 +70,700 +92.5% 0.32% $8.7M 2025-07-15 $55.87
2025 Q1 REDUCED 69.5% -19.4% ✅ 76,400 -174,120 -69.5% 0.26% $5.6M 2025-04-22 $70.06
2024 Q4 REDUCED 17.6% -11.5% ✅ 250,520 -53,480 -17.6% 0.93% $20.7M 2025-01-14 $88.18
2024 Q3 REDUCED — — — 304,000 -11,000 -3.5% 0.95% $21.7M 2024-10-10 $69.79
2024 Q2 REDUCED — — — 315,000 -400 -0.1% 0.99% $21.6M 2024-07-16 $72.14
2024 Q1 INITIATED — — — 315,400 — — 0.80% $16.9M 2024-04-19 $50.35

🏢 Other funds also holding GMED

As of 2026 Q1 — sorted by position size

Andrew Hill Investment Advisors, Inc. 3Y 2.81% CONSCIOUS WEALTH INVESTMENTS, LLC 2.36% Sivik Global Healthcare LLC 3Y 7Y 1.96% Boston Trust Walden Corp 3Y 7Y 0.89% TEALWOOD ASSET MANAGEMENT INC 3Y 7Y 0.83% Artemis Investment Management LLP 3Y 7Y 0.78% Leeward Investments, LLC - MA 3Y 0.71% WASHINGTON CAPITAL MANAGEMENT, INC 3Y 7Y 0.63% Trust Investment Advisors 3Y 7Y 0.6% Annex Advisory Services, LLC 3Y 7Y 0.57%

FAQ About Covea Finance and GMED

These are the practical questions this page is built to answer before you even open the full history table.

How long has Covea Finance reported owning GMED?

Covea Finance reported GMED across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported GMED position in Covea Finance's portfolio?

The largest reported portfolio weight for GMED was 0.99% in 2024 Q2.

What is the latest reported GMED position on this page?

The most recent filing on this page is 2026 Q1, when Covea Finance reported 106,100 shares, equal to 0.32% of portfolio, with an estimated market value of $9.1M.

What does the chart on this GMED ownership page compare?

The chart compares Covea Finance's quarterly GMED portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Covea Finance time their GMED position?

Based on 13F filing dates vs. subsequent GMED price moves, Covea Finance correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on GMED relative to SPY over the holding period was +24.6%.

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