CA
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Continuum Advisory’s Globe Life GL Stock Holding History

Continuum Advisory’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
Q2 		– Sell
-5
Closed -$659 – 853
2025
Q1 		$659 Sell
5
-19
-79% -$2.33K ﹤0.01% 1558
2024
Q4 		$2.68K Hold
24
– – ﹤0.01% 1328
2024
Q3 		$2.62K Buy
24
+8
+50% +$767 ﹤0.01% 1341
2024
Q2 		$1.32K Buy
16
+6
+60% +$497 ﹤0.01% 1411
2024
Q1 		$869 Buy
+10
New +$1.22K ﹤0.01% 1497

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Continuum Advisory's GL Position: Q2 2025 in Review

Continuum Advisory sold out of Globe Life (GL) in Q2 2025, closing a stake of 5 shares — an estimated $659 sold.

Continuum Advisory first reported a position in GL in Q1 2024 and held it in 5 quarters. The position peaked at $2.68K in Q4 2024. 640 funds tracked by Wall St. Rank hold GL as of Q2 2025.

  • Continuum Advisory reported no remaining Globe Life position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 5 Globe Life shares in Q2 2025, an estimated $659.
  • Continuum Advisory first reported a position in Globe Life in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Globe Life position peaked at $2.68K in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Globe Life as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.