Accurate Wealth Management
GL icon

Accurate Wealth Management’s Globe Life GL Stock Holding History

Accurate Wealth Management’s Portfolio GL Stock Details GL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$255K Buy
1,536
+29
+2% +$5.11K 0.02% 508
2026
Q2 		$270K Buy
+1,507
New +$236K 0.03% 483
2024
Q2 		– Sell
-22,565
Closed -$1.51M – 332
2024
Q1 		$1.51M Buy
22,565
+4,727
+26% +$578K 0.44% 65
2023
Q4 		$2.14M Buy
+17,838
New +$2.1M 0.67% 42
2023
Q1 		– Sell
-29
Closed -$3.52K – 705
2022
Q4 		$3.52K Buy
+29
New +$3.32K ﹤0.01% 1085

Other funds holding GL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Accurate Wealth Management's GL Position: Q3 2026 in Review

Accurate Wealth Management increased its Globe Life (GL) stake by 1.9% in Q3 2026, buying an estimated $5.11K and bringing the position to 1,536 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #508.

Accurate Wealth Management first reported a position in GL in Q4 2022 and has held it in 5 quarters since. The position peaked at $2.14M in Q4 2023. 576 funds tracked by Wall St. Rank hold GL as of Q3 2026.

  • Accurate Wealth Management held 1,536 shares of Globe Life worth $255K as of Q3 2026.
  • Accurate Wealth Management bought 29 Globe Life shares in Q3 2026, an estimated $5.11K.
  • Globe Life made up 0.02% of Accurate Wealth Management's portfolio in Q3 2026, its #508 holding.
  • Accurate Wealth Management first reported a position in Globe Life in Q4 2022 and has held it in 5 quarters since.
  • Accurate Wealth Management's Globe Life position peaked at $2.14M in Q4 2023.
  • 576 funds tracked by Wall St. Rank held Globe Life as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.