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Cape Investment Advisory’s Globe Life GL Stock Holding History

Cape Investment Advisory’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 		$17.9K Buy
+100
New +$15.7K ﹤0.01% 723
2026
Q1 		– Sell
-200
Closed -$28K – 587
2025
Q4 		$28K Buy
+200
New +$27.1K 0.01% 545
2025
Q3 		– Sell
-200
Closed -$24.9K – 972
2025
Q2 		$24.9K Hold
200
– – 0.01% 470
2025
Q1 		$26.3K Hold
200
– – 0.01% 431
2024
Q4 		$22.3K Hold
200
– – 0.01% 461
2024
Q3 		$21.2K Hold
200
– – 0.01% 456
2024
Q2 		$16.5K Hold
200
– – 0.01% 447
2024
Q1 		$23.3K Hold
200
– – 0.01% 420
2023
Q4 		$24.3K Hold
200
– – 0.01% 494
2023
Q3 		$21.7K Sell
200
-100
-33% -$11.2K 0.01% 425
2023
Q2 		$32.9K Hold
300
– – 0.02% 356
2023
Q1 		$33K Buy
+300
New +$35.2K 0.02% 335

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

Cape Investment Advisory's GL Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Globe Life (GL) in Q2 2026: 100 shares worth $17.9K. The stake represents ﹤0.01% of the portfolio and ranks #723 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in GL as recently as Q4 2025.

Cape Investment Advisory first reported a position in GL in Q1 2023 and has held it in 12 quarters since. The position peaked at $33K in Q1 2023. 698 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Cape Investment Advisory held 100 shares of Globe Life worth $17.9K as of Q2 2026.
  • Globe Life was a new Cape Investment Advisory position in Q2 2026.
  • Globe Life made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #723 holding.
  • Cape Investment Advisory first reported a position in Globe Life in Q1 2023 and has held it in 12 quarters since.
  • Cape Investment Advisory's Globe Life position peaked at $33K in Q1 2023.
  • 698 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.