Acumen Wealth Advisors’s Globe Life GL Stock Holding History

Acumen Wealth Advisors’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 Q1	–	Sell	-5	Closed	-$700	–	502
2025 Q4	$700	Buy	+5	New	+$677	﹤0.01%	470

Other funds holding GL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Acumen Wealth Advisors's GL Position: Q1 2026 in Review

Acumen Wealth Advisors sold out of Globe Life (GL) in Q1 2026, closing a stake of 5 shares — an estimated $700 sold.

Acumen Wealth Advisors first reported a position in GL in Q4 2025 and held it in 1 quarter. The position peaked at $700 in Q4 2025. 667 funds tracked by Wall St. Rank hold GL as of Q1 2026.

Acumen Wealth Advisors reported no remaining Globe Life position as of Q1 2026 after selling out during the quarter.
Acumen Wealth Advisors sold 5 Globe Life shares in Q1 2026, an estimated $700.
Acumen Wealth Advisors first reported a position in Globe Life in Q4 2025 and held it in 1 quarter.
Acumen Wealth Advisors's Globe Life position peaked at $700 in Q4 2025.
667 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Acumen Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.