Trust Investment Advisors GMED β€” GLOBUS MED INC

Ownership history in Trust Investment Advisors  Β·  2 quarters on record

AI Ownership Summary

Trust Investment Advisors reported GLOBUS MED INC (GMED) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.6% in 2026 Q1. The latest visible filing shows GMED at 0.45% 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 Trust Investment Advisors'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 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 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.

How Trust Investment Advisors held GMED β€” position size vs. price
% of Fund (quarterly)    GMED price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 11,897 -31 -0.3% 0.45% $940K 2026-07-24 $76.49
2026 Q1 INITIATED β€” β€” β€” 11,928 β€” β€” 0.60% $1.0M 2026-04-24 $94.87

FAQ About Trust Investment Advisors and GMED

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

How long has Trust Investment Advisors reported owning GMED?

Trust Investment Advisors reported GMED across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported GMED position in Trust Investment Advisors's portfolio?

The largest reported portfolio weight for GMED was 0.60% in 2026 Q1.

What is the latest reported GMED position on this page?

The most recent filing on this page is 2026 Q2, when Trust Investment Advisors reported 11,897 shares, equal to 0.45% of portfolio, with an estimated market value of $940K.

What does the chart on this GMED ownership page compare?

The chart compares Trust Investment Advisors'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.

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