Polen Capital Management — CATH Trade History
Quarter-by-quarter changes in the GLOBAL X FDS position · CUSIP 37954Y889
Currently held · 5 YearsFirst seen: 2021 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-04 | Reduce | 11,866 | -7,002 | -37.1% | $1.1M | 0.01% |
| 2026 Q1 | 2026-05-14 | Reduce | 18,868 | -8,698 | -31.6% | $1.5M | 0.01% |
| 2025 Q4 | 2026-02-12 | Reduce | 27,566 | -3,300 | -10.7% | $2.3M | 0.01% |
| 2025 Q3 | 2025-11-12 | Reduce | 30,866 | -16,127 | -34.3% | $2.5M | 0.01% |
| 2025 Q2 | 2025-08-13 | Reduce | 46,993 | -6,324 | -11.9% | $3.5M | 0.01% |
| 2025 Q1 | 2025-05-12 | Reduce | 53,317 | -1,433 | -2.6% | $3.6M | 0.01% |
| 2024 Q3 | 2025-02-10 | Add | 54,750 | 7,125 | +15.0% | $3.8M | 0.01% |
| 2024 Q4 | 2025-02-10 | Reduce | 47,625 | -8,178 | -14.7% | $3.4M | 0.01% |
| 2024 Q2 | 2024-08-12 | Add | 55,803 | 50,415 | +935.7% | $3.6M | 0.01% |
| 2023 Q4 | 2024-05-10 | Reduce | 5,388 | -10,300 | -65.7% | $388.6K | 0.00% |
| 2024 Q1 | 2024-05-10 | Add | 15,688 | 8,783 | +127.2% | $998.4K | 0.00% |
| 2023 Q3 | 2023-11-13 | Reduce | 6,905 | -39,916 | -85.3% | $361.1K | 0.00% |
| 2023 Q2 | 2023-08-11 | Reduce | 46,821 | -6,071 | -11.5% | $2.5M | 0.01% |
| 2023 Q1 | 2023-05-11 | Reduce | 52,892 | -184,322 | -77.7% | $2.7M | 0.01% |
| 2022 Q4 | 2023-02-13 | Add | 237,214 | 114,872 | +93.9% | $11.0M | 0.03% |
| 2022 Q3 | 2022-11-04 | Reduce | 122,342 | -9,866 | -7.5% | $5.3M | 0.01% |
| 2022 Q2 | 2022-08-10 | Reduce | 132,208 | -11,629 | -8.1% | $6.1M | 0.02% |
| 2022 Q1 | 2022-05-12 | Reduce | 143,837 | -694 | -0.5% | $8.0M | 0.02% |
| 2021 Q4 | 2022-02-11 | Add | 144,531 | 44,652 | +44.7% | $8.5M | 0.01% |
| 2021 Q3 | 2021-11-10 | New | 99,879 | 99,879 | — | $5.4M | 0.01% |
| 2021 Q2 | 2021-08-12 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-12 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-11 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-12 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-13 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-11 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-06 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-12 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-12 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-13 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-12 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-13 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-09 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-11 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-09 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-13 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-10 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-11 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.