Cerity Partners

Cerity Partners’s Globe Life GL Stock Holding History

Cerity Partners’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	$10.3M	Buy	74,175 +7,575	+11%	+$1.07M	0.01%	677
2025 Q4	$9.31M	Sell	66,600 -4,311	-6%	-$584K	0.01%	672
2025 Q3	$10.1M	Buy	70,911 +6,580	+10%	+$892K	0.02%	574
2025 Q2	$8M	Buy	64,331 +22,157	+53%	+$2.69M	0.01%	618
2025 Q1	$5.56M	Buy	42,174 +6,339	+18%	+$776K	0.01%	698
2024 Q4	$3.95M	Buy	35,835 +1,295	+4%	+$140K	0.01%	816
2024 Q3	$3.66M	Buy	34,540 +25,539	+284%	+$2.45M	0.01%	837
2024 Q2	$741K	Sell	9,001 -10,981	-55%	-$910K	﹤0.01%	1363
2024 Q1	$2.33M	Buy	19,982 +17,976	+896%	+$2.2M	0.01%	907
2023 Q4	$244K	Buy	+2,006	New	+$236K	﹤0.01%	1624
2023 Q2	–	Sell	-1,849	Closed	-$203K	–	1769
2023 Q1	$203K	Buy	+1,849	New	+$217K	﹤0.01%	1711
2018 Q2	–	Sell	-2,920	Closed	-$246K	–	553
2018 Q1	$246K	Sell	2,920 -741	-20%	-$64.8K	0.02%	470
2017 Q4	$332K	Sell	3,661 -2,236	-38%	-$192K	0.02%	417
2017 Q3	$472K	Sell	5,897 -64,839	-92%	-$5.05M	0.03%	334
2017 Q2	$5.11M	Buy	+70,736	New	+$5.38M	0.43%	50

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