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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Cassaday & Co Wealth Management's GL Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Globe Life (GL) position steady in Q2 2026 at 2,400 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #248.

Cassaday & Co Wealth Management first reported a position in GL in Q4 2022 and has held it in 10 quarters since. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Cassaday & Co Wealth Management held 2,400 shares of Globe Life worth $429K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Globe Life share count unchanged in Q2 2026.
  • Globe Life made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #248 holding.
  • Cassaday & Co Wealth Management first reported a position in Globe Life in Q4 2022 and has held it in 10 quarters since.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.