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MX ˙ BMV ˙ US3795772082
SecurityMX:GMED / Globus Medical, Inc.
InstitutionCI Private Wealth, LLC
Latest Disclosed Ownership184,510 shares
Latest Disclosed Value $ 15,839,980
CI Private Wealth, LLC reports 259.16% increase in ownership of GMED / Globus Medical, Inc.

On May 15, 2026 - CI Private Wealth, LLC filed a 13F-HR form disclosing ownership of 184,510 shares of Globus Medical, Inc. (MX:GMED) valued at $15,839,980 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 9, 2026 disclosing 51,372 shares of Globus Medical, Inc.. This represents a change in shares of 259.16% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F GLOBUS MED CL A 379577208 184,510 133,138 259.16 15,840 253.08 0.0221
2026-03-09 2025-12-31 13F/A-1 GLOBUS MED CL A 379577208 51,372 3,390 7.07 4,487 63.31 0.0061
2026-02-19 2025-12-31 13F GLOBUS MED CL A 379577208 89,916 41,934 4,378 0.0016
2025-11-14 2025-09-30 13F GLOBUS MED CL A 379577208 47,982 1,252 2.68 2,748 -0.40 0.0043
2025-09-26 2025-06-30 13F/A-1 GLOBUS MED CL A 379577208 46,730 310 0.67 2,758 -18.81 0.0037
2025-08-15 2025-06-30 13F GLOBUS MED CL A 379577208 46,737 317 2,756 0.0023
2025-05-14 2025-03-31 13F GLOBUS MED CL A 379577208 46,420 -18,924 -28.96 3,398 -37.14 0.0055
2025-02-10 2024-12-31 13F GLOBUS MED CL A 379577208 65,344 -7,985 -10.89 5,405 3.03 0.0090
2024-11-12 2024-09-30 13F GLOBUS MED CL A 379577208 73,329 -3,139 -4.10 5,246 0.15 0.0082
2024-08-13 2024-06-30 13F GLOBUS MED CL A 379577208 76,468 244 0.32 5,237 28.11 0.0091
2024-05-09 2024-03-31 13F GLOBUS MED CL A 379577208 76,224 2,204 2.98 4,089 3.65 0.0073
2024-02-09 2023-12-31 13F GLOBUS MED CL A 379577208 74,020 2,038 2.83 3,945 10.38 0.0073
2023-11-03 2023-09-30 13F GLOBUS MED CL A 379577208 71,982 1,393 1.97 3,574 -14.97 0.0082
2023-08-10 2023-06-30 13F GLOBUS MED CL A 379577208 70,589 7,219 11.39 4,203 17.08 0.0097
2023-05-15 2023-03-31 13F GLOBUS MED CL A 379577208 63,370 175 0.28 3,589 -23.52 0.0096
2023-02-15 2022-12-31 13F GLOBUS MED CL A 379577208 63,195 63,195 4,693 0.0170
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.