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AE Wealth Management’s Globe Life GL Stock Holding History

AE 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 		$246K Buy
+1,377
New +$216K ﹤0.01% 1605
2026
Q1 		– Sell
-1,566
Closed -$219K – 2632
2025
Q4 		$219K Buy
+1,566
New +$212K ﹤0.01% 1477
2024
Q3 		– Sell
-2,695
Closed -$222K – 1273
2024
Q2 		$222K Sell
2,695
-75,670
-97% -$6.27M ﹤0.01% 1128
2024
Q1 		$9.12M Sell
78,365
-2,744
-3% -$336K 0.1% 228
2023
Q4 		$10M Buy
81,109
+64
+0.1% +$7.52K 0.05% 392
2023
Q3 		$8.81M Buy
81,045
+610
+0.8% +$68.1K 0.05% 408
2023
Q2 		$8.82M Sell
80,435
-41,143
-34% -$4.42M 0.05% 392
2023
Q1 		$13.4M Sell
121,578
-3,042
-2% -$357K 0.09% 280
2022
Q4 		$15M Buy
124,620
+10,425
+9% +$1.19M 0.11% 220
2022
Q3 		$11.4M Buy
114,195
+3,740
+3% +$375K 0.09% 238
2022
Q2 		$10.8M Sell
110,455
-28,561
-21% -$2.8M 0.09% 257
2022
Q1 		$14M Buy
139,016
+45,472
+49% +$4.61M 0.1% 220
2021
Q4 		$8.77M Buy
93,544
+1,873
+2% +$173K 0.06% 299
2021
Q3 		$8.16M Buy
91,671
+2,115
+2% +$198K 0.07% 275
2021
Q2 		$8.53M Buy
89,556
+2,308
+3% +$236K 0.07% 248
2021
Q1 		$8.43M Buy
87,248
+78,443
+891% +$7.52M 0.09% 228
2020
Q4 		$836K Buy
8,805
+917
+12% +$81.6K 0.01% 772
2020
Q3 		$630K Sell
7,888
-810
-9% -$64.7K 0.01% 786
2020
Q2 		$646K Sell
8,698
-14,899
-63% -$1.13M 0.01% 765
2020
Q1 		$1.7M Buy
23,597
+4,339
+23% +$409K 0.04% 342
2019
Q4 		$2.03M Buy
19,258
+5,179
+37% +$516K 0.04% 341
2019
Q3 		$1.35M Buy
14,079
+2,529
+22% +$230K 0.04% 362
2019
Q2 		$1.03M Buy
11,550
+8,006
+226% +$698K 0.03% 406
2019
Q1 		$290K Buy
+3,544
New +$290K 0.02% 474

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 $3.38T AUM 44.17% 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

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

AE Wealth Management opened a new position in Globe Life (GL) in Q2 2026: 1,377 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #1605 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in GL as recently as Q4 2025.

AE Wealth Management first reported a position in GL in Q1 2019 and has held it in 24 quarters since. The position peaked at $15M in Q4 2022. 703 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • AE Wealth Management held 1,377 shares of Globe Life worth $246K as of Q2 2026.
  • Globe Life was a new AE Wealth Management position in Q2 2026.
  • Globe Life made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1605 holding.
  • AE Wealth Management first reported a position in Globe Life in Q1 2019 and has held it in 24 quarters since.
  • AE Wealth Management's Globe Life position peaked at $15M in Q4 2022.
  • 703 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.