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Capital Performance Advisors’s Globe Life GL Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-1,425
Closed -$204K – 464
2025
Q3 		$204K Buy
+1,425
New +$193K 0.03% 319
2024
Q4 		– Sell
-1,023
Closed -$108K – 1144
2024
Q3 		$108K Buy
+1,023
New +$98.1K 0.03% 185

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Capital Performance Advisors's GL Position: Q4 2025 in Review

Capital Performance Advisors sold out of Globe Life (GL) in Q4 2025, closing a stake of 1,425 shares — an estimated $204K sold.

Capital Performance Advisors first reported a position in GL in Q3 2024 and held it in 2 quarters. The position peaked at $204K in Q3 2025. 682 funds tracked by Wall St. Rank hold GL as of Q4 2025.

  • Capital Performance Advisors reported no remaining Globe Life position as of Q4 2025 after selling out during the quarter.
  • Capital Performance Advisors sold 1,425 Globe Life shares in Q4 2025, an estimated $204K.
  • Capital Performance Advisors first reported a position in Globe Life in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's Globe Life position peaked at $204K in Q3 2025.
  • 682 funds tracked by Wall St. Rank held Globe Life as of Q4 2025.

Based on Capital Performance Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.