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Capital A Wealth Management’s Globe Life GL Stock Holding History

Capital A 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
2025
Q2 		$3.41K Buy
+28
New +$3.4K 0.04% 266
2025
Q1 		– Sell
-6
Closed -$669 – 795
2024
Q4 		$669 Buy
+6
New +$647 ﹤0.01% 619

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capital A Wealth Management's GL Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Globe Life (GL) in Q2 2025: 28 shares worth $3.41K. The stake represents 0.04% of the portfolio and ranks #266 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in GL as recently as Q4 2024.

Capital A Wealth Management first reported a position in GL in Q4 2024 and has held it in 2 quarters since. 640 funds tracked by Wall St. Rank hold GL as of Q2 2025.

  • Capital A Wealth Management held 28 shares of Globe Life worth $3.41K as of Q2 2025.
  • Globe Life was a new Capital A Wealth Management position in Q2 2025.
  • Globe Life made up 0.04% of Capital A Wealth Management's portfolio in Q2 2025, its #266 holding.
  • Capital A Wealth Management first reported a position in Globe Life in Q4 2024 and has held it in 2 quarters since.
  • 640 funds tracked by Wall St. Rank held Globe Life as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.