Carolinas Wealth Consulting’s Globe Life GL Stock Holding History

Carolinas Wealth Consulting’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	–	Sell	-22	Closed	-$2.95K	–	363
2025 Q1	$2.95K	Sell	22 -6	-21%	-$734	﹤0.01%	704
2024 Q4	$3.06K	Hold	28	–	–	﹤0.01%	735
2024 Q3	$2.9K	Buy	28 +5	+22%	+$479	﹤0.01%	753
2024 Q2	$1.84K	Buy	23 +1	+5%	+$83	﹤0.01%	817
2024 Q1	$2.61K	Hold	22	–	–	﹤0.01%	753
2023 Q4	$2.73K	Hold	22	–	–	﹤0.01%	703
2023 Q3	$2.61K	Hold	22	–	–	﹤0.01%	710
2023 Q2	$2.46K	Hold	22	–	–	﹤0.01%	784
2023 Q1	$2.47K	Hold	22	–	–	﹤0.01%	787
2022 Q4	$2.7K	Hold	22	–	–	﹤0.01%	779
2022 Q3	$2K	Hold	22	–	–	﹤0.01%	761
2022 Q2	$2K	Hold	22	–	–	﹤0.01%	760
2022 Q1	$2K	Hold	22	–	–	﹤0.01%	795
2021 Q4	$2K	Sell	22 -1	-4%	-$92	﹤0.01%	828
2021 Q3	$2K	Buy	23 +1	+5%	+$93	﹤0.01%	791
2021 Q2	$2K	Hold	22	–	–	﹤0.01%	807
2021 Q1	$2K	Hold	22	–	–	﹤0.01%	814
2020 Q4	$2K	Hold	22	–	–	﹤0.01%	743
2020 Q3	$2K	Hold	22	–	–	﹤0.01%	697
2020 Q2	$2K	Buy	+22	New	+$1.67K	﹤0.01%	491

Other funds holding GL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Carolinas Wealth Consulting's GL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Globe Life (GL) in Q2 2025, closing a stake of 22 shares — an estimated $2.95K sold.

Carolinas Wealth Consulting first reported a position in GL in Q2 2020 and held it in 20 quarters. The position peaked at $3.06K in Q4 2024. 640 funds tracked by Wall St. Rank hold GL as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Globe Life position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 22 Globe Life shares in Q2 2025, an estimated $2.95K.
Carolinas Wealth Consulting first reported a position in Globe Life in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Globe Life position peaked at $3.06K in Q4 2024.
640 funds tracked by Wall St. Rank held Globe Life as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.