Consolidated Planning Corp’s Globe Life GL Stock Holding History

Consolidated Planning Corp’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 Q1	–	Sell	-2,650	Closed	-$296K	–	197
2024 Q4	$296K	Buy	+2,650	New	+$286K	0.04%	167

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 $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Consolidated Planning Corp's GL Position: Q1 2025 in Review

Consolidated Planning Corp sold out of Globe Life (GL) in Q1 2025, closing a stake of 2,650 shares — an estimated $296K sold.

Consolidated Planning Corp first reported a position in GL in Q4 2024 and held it in 1 quarter. The position peaked at $296K in Q4 2024. 608 funds tracked by Wall St. Rank hold GL as of Q1 2025.

Consolidated Planning Corp reported no remaining Globe Life position as of Q1 2025 after selling out during the quarter.
Consolidated Planning Corp sold 2,650 Globe Life shares in Q1 2025, an estimated $296K.
Consolidated Planning Corp first reported a position in Globe Life in Q4 2024 and held it in 1 quarter.
Consolidated Planning Corp's Globe Life position peaked at $296K in Q4 2024.
608 funds tracked by Wall St. Rank held Globe Life as of Q1 2025.

Based on Consolidated Planning Corp's 13F filing for Q1 2025, filed 22 Apr 2025.