Palouse Capital Management, Inc. GMED — GLOBUS MED INC

Ownership history in Palouse Capital Management, Inc.  ·  14 quarters on record

AI Ownership Summary

Palouse Capital Management, Inc. reported GLOBUS MED INC (GMED) in 14 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.14% in 2024 Q2. The latest visible filing shows GMED at 0.07% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GMED ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Palouse Capital Management, Inc.'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 Q2

GMED was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% 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 Q2 to 2026 Q2

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 Palouse Capital Management, Inc. fund profile Palouse Capital Management, Inc. full holdings
How Palouse Capital Management, Inc. 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 Q2 UNCHANGED — — — 1,383 — 0% 0.07% $109K 2026-07-08 $76.20
2026 Q1 REDUCED 35.1% -2.6% ✅ 1,383 -749 -35.1% 0.08% $119K 2026-04-24 $94.87
2025 Q4 REDUCED 36.5% -1.3% ✅ 2,132 -1,224 -36.5% 0.12% $186K 2026-01-23 $92.52
2025 Q3 REDUCED — — — 3,356 -24 -0.7% 0.12% $192K 2025-10-23 $62.80
2025 Q2 ADDED — — — 3,380 +1,514 +81.1% 0.13% $199K 2025-08-07 $54.07
2025 Q1 UNCHANGED — — — 1,866 — 0% 0.09% $137K 2025-04-16 $71.14
2024 Q4 UNCHANGED — — — 1,866 — 0% 0.10% $154K 2025-01-30 $93.12
2024 Q3 REDUCED 39.7% +15.6% ❌ 1,866 -1,226 -39.7% 0.08% $133K 2024-10-21 $73.49
2024 Q2 REDUCED 32.5% +4.5% ❌ 3,092 -1,489 -32.5% 0.14% $212K 2024-08-12 $73.05
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GMED

As of 2026 Q2 — sorted by position size

Annex Advisory Services, LLC 3Y 7Y 0.5% Oliver Luxxe Assets LLC 3Y 7Y 0.49% Miller Global Investments, LLC 0.26% JUNCTURE WEALTH STRATEGIES, LLC 3Y 7Y 0.22% Polianta Ltd 3Y 7Y 0.21% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.16% Legacy Wealth Asset Management, LLC 3Y 0.05% Versant Capital Management, Inc 3Y 7Y 0.03% Central Pacific Bank - Trust Division 0.02% Gradient Investments LLC 3Y 7Y 0.02%

FAQ About Palouse Capital Management, Inc. and GMED

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

How long has Palouse Capital Management, Inc. reported owning GMED?

Palouse Capital Management, Inc. reported GMED across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported GMED position in Palouse Capital Management, Inc.'s portfolio?

The largest reported portfolio weight for GMED was 0.14% in 2024 Q2.

What is the latest reported GMED position on this page?

The most recent filing on this page is 2026 Q2, when Palouse Capital Management, Inc. reported 1,383 shares, equal to 0.07% of portfolio, with an estimated market value of $109K.

What does the chart on this GMED ownership page compare?

The chart compares Palouse Capital Management, Inc.'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 Palouse Capital Management, Inc. time their GMED position?

Based on 13F filing dates vs. subsequent GMED price moves, Palouse Capital Management, Inc. correctly timed 3 out of 11 reported position changes (27%). The annualised alpha on GMED relative to SPY over the holding period was +187.3%.

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