AWM
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Ariadne Wealth Management’s Globe Life GL Stock Holding History

Ariadne 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
Q1 		$206K Sell
1,480
-20
-1% -$2.82K 0.09% 227
2025
Q4 		$216K Sell
1,500
-29
-2% -$3.93K 0.09% 232
2025
Q3 		$204K Sell
1,529
-101
-6% -$13.7K 0.09% 228
2025
Q2 		$227K Buy
+1,630
New +$198K 0.11% 185

Other funds holding GL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
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

Ariadne Wealth Management's GL Position: Q1 2026 in Review

Ariadne Wealth Management reduced its Globe Life (GL) stake by 1.3% in Q1 2026, selling an estimated $2.82K and leaving 1,480 shares worth $206K. The position accounts for 0.09% of the portfolio, ranked #227.

Ariadne Wealth Management first reported a position in GL in Q2 2025 and has held it in 4 quarters since. The position peaked at $227K in Q2 2025. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • Ariadne Wealth Management held 1,480 shares of Globe Life worth $206K as of Q1 2026.
  • Ariadne Wealth Management sold 20 Globe Life shares in Q1 2026, an estimated $2.82K.
  • Globe Life made up 0.09% of Ariadne Wealth Management's portfolio in Q1 2026, its #227 holding.
  • Ariadne Wealth Management first reported a position in Globe Life in Q2 2025 and has held it in 4 quarters since.
  • Ariadne Wealth Management's Globe Life position peaked at $227K in Q2 2025.
  • 663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.