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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Accurate Wealth Management's GL Position: Q2 2026 in Review

Accurate Wealth Management opened a new position in Globe Life (GL) in Q2 2026: 1,507 shares worth $270K. The stake represents 0.03% of the portfolio and ranks #483 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in GL as recently as Q1 2024.

Accurate Wealth Management first reported a position in GL in Q4 2022 and has held it in 4 quarters since. The position peaked at $2.14M in Q4 2023. 703 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Accurate Wealth Management held 1,507 shares of Globe Life worth $270K as of Q2 2026.
  • Globe Life was a new Accurate Wealth Management position in Q2 2026.
  • Globe Life made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #483 holding.
  • Accurate Wealth Management first reported a position in Globe Life in Q4 2022 and has held it in 4 quarters since.
  • Accurate Wealth Management's Globe Life position peaked at $2.14M in Q4 2023.
  • 703 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.