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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
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

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 $3.37T AUM 44.26% 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

Avion Wealth's GL Position: Q2 2026 in Review

Avion Wealth increased its Globe Life (GL) stake by 78% in Q2 2026, buying an estimated $1.1K and bringing the position to 16 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Avion Wealth first reported a position in GL in Q1 2023 and has held it in 13 quarters since. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Avion Wealth held 16 shares of Globe Life worth $2K as of Q2 2026.
  • Avion Wealth bought 7 Globe Life shares in Q2 2026, an estimated $1.1K.
  • Globe Life made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1063 holding.
  • Avion Wealth first reported a position in Globe Life in Q1 2023 and has held it in 13 quarters since.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.