CVA Family Office’s Globe Life GL Stock Holding History

CVA Family Office’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	$26.9K	Buy	193 +132	+216%	+$18.6K	﹤0.01%	728
2025 Q4	$8.53K	Hold	61	–	–	﹤0.01%	824
2025 Q3	$8.72K	Hold	61	–	–	﹤0.01%	826
2025 Q2	$7.58K	Hold	61	–	–	﹤0.01%	841
2025 Q1	$8.04K	Hold	61	–	–	﹤0.01%	831
2024 Q4	$6.8K	Hold	61	–	–	﹤0.01%	844
2024 Q3	$6.46K	Buy	61 +16	+36%	+$1.53K	﹤0.01%	816
2024 Q2	$3.7K	Hold	45	–	–	﹤0.01%	868
2024 Q1	$5.24K	Hold	45	–	–	﹤0.01%	830
2023 Q4	$5.48K	Buy	+45	New	+$5.29K	﹤0.01%	813
2023 Q3	–	Sell	-45	Closed	-$4.93K	–	521
2023 Q2	$4.93K	Buy	45 +40	+800%	+$4.3K	﹤0.01%	810
2023 Q1	$550	Buy	+5	New	+$587	﹤0.01%	934

Other funds holding GL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return