Capital Advisors Ltd’s Globe Life GL Stock Holding History

Capital Advisors Ltd’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 Q1	$3K	Hold	24	–	–	﹤0.01%	1037
2025 Q4	$3K	Hold	24	–	–	﹤0.01%	1017
2025 Q3	$3K	Hold	24	–	–	﹤0.01%	1003
2025 Q2	$3K	Sell	24 -9	-27%	-$1.09K	﹤0.01%	999
2025 Q1	$4K	Buy	33 +9	+38%	+$1.1K	﹤0.01%	951
2024 Q4	$3K	Sell	24 -12	-33%	-$1.29K	﹤0.01%	1008
2024 Q3	$4K	Buy	36 +24	+200%	+$2.3K	﹤0.01%	954
2024 Q2	$1K	Sell	12 -17	-59%	-$1.41K	﹤0.01%	1196
2024 Q1	$3K	Buy	29 +22	+314%	+$2.69K	﹤0.01%	972
2023 Q4	$1K	Hold	7	–	–	﹤0.01%	1146
2023 Q3	$1K	Hold	7	–	–	﹤0.01%	1137
2023 Q2	$1K	Hold	7	–	–	﹤0.01%	1146
2023 Q1	$1K	Hold	7	–	–	﹤0.01%	1034
2022 Q4	$1K	Hold	7	–	–	﹤0.01%	1002
2022 Q3	$1K	Buy	+7	New	+$702	﹤0.01%	1019
2022 Q2	–	Sell	-6	Closed	-$1K	–	1116
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	720
2021 Q4	$1K	Buy	+6	New	+$555	﹤0.01%	671

Other funds holding GL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return