Cassaday & Co Wealth Management’s Globe Life GL Stock Holding History

Cassaday & Co 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
2026 Q3	$397K	Sell	2,398 -2	-0.1%	-$352	0.01%	264
2026 Q2	$429K	Hold	2,400	–	–	0.01%	248
2026 Q1	$334K	Hold	2,400	–	–	0.01%	275
2025 Q4	$336K	Hold	2,400	–	–	0.01%	266
2025 Q3	$343K	Hold	2,400	–	–	0.01%	258
2025 Q2	$298K	Hold	2,400	–	–	0.01%	271
2025 Q1	$316K	Hold	2,400	–	–	0.01%	247
2024 Q4	$268K	Hold	2,400	–	–	0.01%	269
2024 Q3	$254K	Buy	+2,400	New	+$230K	0.01%	270
2023 Q2	–	Sell	-2,398	Closed	-$264K	–	261
2023 Q1	$264K	Hold	2,398	–	–	0.01%	216
2022 Q4	$289K	Buy	+2,398	New	+$274K	0.01%	201

Other funds holding GL

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Cassaday & Co Wealth Management's GL Position: Q3 2026 in Review

Cassaday & Co Wealth Management reduced its Globe Life (GL) stake by 0.08% in Q3 2026, selling an estimated $352 and leaving 2,398 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #264.

Cassaday & Co Wealth Management first reported a position in GL in Q4 2022 and has held it in 11 quarters since. The position peaked at $429K in Q2 2026. 224 funds tracked by Wall St. Rank hold GL as of Q3 2026.

Cassaday & Co Wealth Management held 2,398 shares of Globe Life worth $397K as of Q3 2026.
Cassaday & Co Wealth Management sold 2 Globe Life shares in Q3 2026, an estimated $352.
Globe Life made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #264 holding.
Cassaday & Co Wealth Management first reported a position in Globe Life in Q4 2022 and has held it in 11 quarters since.
Cassaday & Co Wealth Management's Globe Life position peaked at $429K in Q2 2026.
224 funds tracked by Wall St. Rank held Globe Life as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.