Allworth Financial’s Globe Life GL Stock Holding History

Allworth Financial’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	$7.57M	Buy	+54,415	New	+$7.68M	0.03%	294
2025 Q4	–	Sell	-54,130	Closed	-$7.74M	–	5120
2025 Q3	$7.74M	Sell	54,130 -891	-2%	-$121K	0.03%	247
2025 Q2	$6.84M	Buy	55,021 +54,450	+9,536%	+$6.61M	0.03%	261
2025 Q1	$70.7K	Buy	571 +103	+22%	+$12.6K	﹤0.01%	1389
2024 Q4	$56.3K	Sell	468 -47	-9%	-$5.07K	﹤0.01%	1520
2024 Q3	$54.6K	Sell	515 -54	-9%	-$5.18K	﹤0.01%	1373
2024 Q2	$50.2K	Buy	569 +242	+74%	+$20K	﹤0.01%	1388
2024 Q1	$38.1K	Sell	327 -24	-7%	-$2.94K	﹤0.01%	1418
2023 Q4	$42.7K	Buy	351 +48	+16%	+$5.64K	﹤0.01%	1248
2023 Q3	$32.9K	Buy	303 +2	+0.7%	+$223	﹤0.01%	1272
2023 Q2	$33K	Buy	301 +178	+145%	+$19.1K	﹤0.01%	1281
2023 Q1	$13.5K	Buy	123 +99	+413%	+$11.6K	﹤0.01%	1674
2022 Q4	$2.89K	Buy	24 +13	+118%	+$1.49K	﹤0.01%	2102
2022 Q3	$1K	Buy	11 +3	+38%	+$301	﹤0.01%	2387
2022 Q2	$1K	Buy	+8	New	+$784	﹤0.01%	2154
2021 Q4	–	Sell	-144	Closed	-$13K	–	2004
2021 Q3	$13K	Buy	+144	New	+$13.5K	﹤0.01%	1179

Other funds holding GL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return