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Dogwood Wealth Management’s Globe Life GL Stock Holding History

Dogwood Wealth 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
Q2 		$14.5K Buy
81
+22
+37% +$3.44K 0.01% 312
2026
Q1 		$8.21K Buy
59
+12
+26% +$1.69K ﹤0.01% 379
2025
Q4 		$6.57K Hold
47
– – ﹤0.01% 373
2025
Q3 		$6.72K Hold
47
– – ﹤0.01% 340
2025
Q2 		$5.69K Buy
+47
New +$5.71K ﹤0.01% 400

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

Dogwood Wealth Management's GL Position: Q2 2026 in Review

Dogwood Wealth Management increased its Globe Life (GL) stake by 37% in Q2 2026, buying an estimated $3.44K and bringing the position to 81 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #312.

Dogwood Wealth Management first reported a position in GL in Q2 2025 and has held it in 5 quarters since. 703 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Dogwood Wealth Management held 81 shares of Globe Life worth $14.5K as of Q2 2026.
  • Dogwood Wealth Management bought 22 Globe Life shares in Q2 2026, an estimated $3.44K.
  • Globe Life made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #312 holding.
  • Dogwood Wealth Management first reported a position in Globe Life in Q2 2025 and has held it in 5 quarters since.
  • 703 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.