CFO
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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
Q2 		$39.8K Buy
223
+30
+16% +$4.7K ﹤0.01% 647
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CVA Family Office's GL Position: Q2 2026 in Review

CVA Family Office increased its Globe Life (GL) stake by 16% in Q2 2026, buying an estimated $4.7K and bringing the position to 223 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

CVA Family Office first reported a position in GL in Q1 2023 and has held it in 13 quarters since. 703 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • CVA Family Office held 223 shares of Globe Life worth $39.8K as of Q2 2026.
  • CVA Family Office bought 30 Globe Life shares in Q2 2026, an estimated $4.7K.
  • Globe Life made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #647 holding.
  • CVA Family Office first reported a position in Globe Life in Q1 2023 and has held it in 13 quarters since.
  • 703 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.