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Atticus Wealth Management’s Globe Life GL Stock Holding History

Atticus 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
2025
Q3 		– Sell
-4
Closed -$498 – 366
2025
Q2 		$498 Buy
+4
New +$486 ﹤0.01% 636
2021
Q1 		– Sell
-150
Closed -$14K – 350
2020
Q4 		$14K Hold
150
– – 0.01% 277
2020
Q3 		$12K Hold
150
– – 0.01% 246
2020
Q2 		$11K Sell
150
-225
-60% -$17.1K 0.01% 242
2020
Q1 		$27K Hold
375
– – 0.02% 192
2019
Q4 		$39K Buy
+375
New +$37.4K 0.02% 191

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Atticus Wealth Management's GL Position: Q3 2025 in Review

Atticus Wealth Management sold out of Globe Life (GL) in Q3 2025, closing a stake of 4 shares — an estimated $498 sold.

Atticus Wealth Management first reported a position in GL in Q4 2019 and held it in 6 quarters. The position peaked at $39K in Q4 2019. 672 funds tracked by Wall St. Rank hold GL as of Q3 2025.

  • Atticus Wealth Management reported no remaining Globe Life position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 4 Globe Life shares in Q3 2025, an estimated $498.
  • Atticus Wealth Management first reported a position in Globe Life in Q4 2019 and held it in 6 quarters.
  • Atticus Wealth Management's Globe Life position peaked at $39K in Q4 2019.
  • 672 funds tracked by Wall St. Rank held Globe Life as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.