AW
GL icon

Avion Wealth’s Globe Life GL Stock Holding History

Avion Wealth’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
Q3 		$2K Sell
15
-1
-6% -$176 ﹤0.01% 1049
2026
Q2 		$2K Buy
16
+7
+78% +$1.1K ﹤0.01% 1063
2026
Q1 		$1K Hold
9
– – ﹤0.01% 1034
2025
Q4 		$1K Hold
9
– – ﹤0.01% 1032
2025
Q3 		$1K Buy
9
+4
+80% +$542 ﹤0.01% 1015
2025
Q2 		$0 Hold
5
– – ﹤0.01% 1333
2025
Q1 		$0 Buy
+5
New +$612 ﹤0.01% 1151
2024
Q4 		– Sell
-5
Closed – – 1110
2024
Q3 		$0 Buy
5
+1
+25% +$96 ﹤0.01% 1132
2024
Q2 		$0 Sell
4
-5
-56% -$414 ﹤0.01% 1061
2024
Q1 		$2K Sell
9
-5
-36% -$612 ﹤0.01% 684
2023
Q4 		$2K Sell
14
-1
-7% -$118 ﹤0.01% 566
2023
Q3 		$1K Buy
15
+10
+200% +$1.12K ﹤0.01% 635
2023
Q2 		$0 Sell
5
-7
-58% -$752 ﹤0.01% 841
2023
Q1 		$1K Buy
+12
New +$1.41K ﹤0.01% 443

Other funds holding GL

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Avion Wealth's GL Position: Q3 2026 in Review

Avion Wealth reduced its Globe Life (GL) stake by 6.3% in Q3 2026, selling an estimated $176 and leaving 15 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

Avion Wealth first reported a position in GL in Q1 2023 and has held it in 14 quarters since. 403 funds tracked by Wall St. Rank hold GL as of Q3 2026.

  • Avion Wealth held 15 shares of Globe Life worth $2K as of Q3 2026.
  • Avion Wealth sold 1 Globe Life share in Q3 2026, an estimated $176.
  • Globe Life made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1049 holding.
  • Avion Wealth first reported a position in Globe Life in Q1 2023 and has held it in 14 quarters since.
  • 403 funds tracked by Wall St. Rank held Globe Life as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.