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Bogart Wealth LLC’s Globe Life GL Stock Holding History

Bogart Wealth LLC’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 		$3.04K Buy
17
+13
+325% +$2.04K ﹤0.01% 1346
2026
Q1 		$557 Hold
4
– – ﹤0.01% 1558
2025
Q4 		$559 Buy
+4
New +$542 ﹤0.01% 1432
2024
Q2 		– Sell
-34
Closed -$3.96K – 1139
2024
Q1 		$3.96K Hold
34
– – ﹤0.01% 813
2023
Q4 		$4.14K Hold
34
– – ﹤0.01% 791
2023
Q3 		$3.7K Hold
34
– – ﹤0.01% 789
2023
Q2 		$3.73K Hold
34
– – ﹤0.01% 780
2023
Q1 		$3.74K Buy
+34
New +$3.99K ﹤0.01% 781

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's GL Position: Q2 2026 in Review

Bogart Wealth LLC increased its Globe Life (GL) stake by 325% in Q2 2026, buying an estimated $2.04K and bringing the position to 17 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Bogart Wealth LLC first reported a position in GL in Q1 2023 and has held it in 8 quarters since. The position peaked at $4.14K in Q4 2023. 703 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Bogart Wealth LLC held 17 shares of Globe Life worth $3.04K as of Q2 2026.
  • Bogart Wealth LLC bought 13 Globe Life shares in Q2 2026, an estimated $2.04K.
  • Globe Life made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1346 holding.
  • Bogart Wealth LLC first reported a position in Globe Life in Q1 2023 and has held it in 8 quarters since.
  • Bogart Wealth LLC's Globe Life position peaked at $4.14K in Q4 2023.
  • 703 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.