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Clear Creek Financial Management’s Globe Life GL Stock Holding History

Clear Creek Financial 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
Q1 		– Sell
-3,553
Closed -$497K – 628
2025
Q4 		$497K Buy
3,553
+781
+28% +$106K 0.04% 390
2025
Q3 		$396K Buy
2,772
+666
+32% +$90.3K 0.03% 413
2025
Q2 		$262K Buy
+2,106
New +$256K 0.02% 468

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Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Clear Creek Financial Management's GL Position: Q1 2026 in Review

Clear Creek Financial Management sold out of Globe Life (GL) in Q1 2026, closing a stake of 3,553 shares — an estimated $497K sold.

Clear Creek Financial Management first reported a position in GL in Q2 2025 and held it in 3 quarters. The position peaked at $497K in Q4 2025. 669 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • Clear Creek Financial Management reported no remaining Globe Life position as of Q1 2026 after selling out during the quarter.
  • Clear Creek Financial Management sold 3,553 Globe Life shares in Q1 2026, an estimated $497K.
  • Clear Creek Financial Management first reported a position in Globe Life in Q2 2025 and held it in 3 quarters.
  • Clear Creek Financial Management's Globe Life position peaked at $497K in Q4 2025.
  • 669 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.