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Bartlett & Co Wealth Management’s Globe Life GL Stock Holding History

Bartlett & Co 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
Q2 		$179 Hold
1
– – ﹤0.01% 1275
2026
Q1 		$153 Hold
1
– – ﹤0.01% 1226
2025
Q4 		$140 Hold
1
– – ﹤0.01% 1208
2025
Q3 		$143 Hold
1
– – ﹤0.01% 1178
2025
Q2 		$124 Buy
+1
New +$121 ﹤0.01% 1219
2021
Q3 		– Sell
-9
Closed -$857 – 990
2021
Q2 		$857 Hold
9
– – ﹤0.01% 970
2021
Q1 		$870 Hold
9
– – ﹤0.01% 996
2020
Q4 		$855 Buy
+9
New +$801 ﹤0.01% 1076

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

Bartlett & Co Wealth Management's GL Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Globe Life (GL) position steady in Q2 2026 at 1 share worth $179. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Bartlett & Co Wealth Management first reported a position in GL in Q4 2020 and has held it in 8 quarters since. The position peaked at $870 in Q1 2021. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Bartlett & Co Wealth Management held 1 share of Globe Life worth $179 as of Q2 2026.
  • Bartlett & Co Wealth Management left its Globe Life share count unchanged in Q2 2026.
  • Globe Life made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1275 holding.
  • Bartlett & Co Wealth Management first reported a position in Globe Life in Q4 2020 and has held it in 8 quarters since.
  • Bartlett & Co Wealth Management's Globe Life position peaked at $870 in Q1 2021.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.