EHWM
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Eads & Heald Wealth Management’s Globe Life GL Stock Holding History

Eads & Heald 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
Q1 		$880K Sell
6,320
-210
-3% -$29.6K 0.44% 86
2025
Q4 		$913K Sell
6,530
-717
-10% -$97.1K 0.44% 84
2025
Q3 		$1.04M Buy
7,247
+470
+7% +$63.7K 0.49% 79
2025
Q2 		$842K Buy
6,777
+215
+3% +$26.1K 0.42% 92
2025
Q1 		$864K Buy
6,562
+664
+11% +$81.2K 0.44% 88
2024
Q4 		$658K Sell
5,898
-1,195
-17% -$129K 0.32% 103
2024
Q3 		$751K Sell
7,093
-928
-12% -$89K 0.36% 100
2024
Q2 		$660K Sell
8,021
-8,471
-51% -$702K 0.32% 104
2024
Q1 		$1.92M Sell
16,492
-170
-1% -$20.8K 0.89% 47
2023
Q4 		$2.03M Buy
16,662
+3,098
+23% +$364K 0.98% 41
2023
Q3 		$1.48M Sell
13,564
-560
-4% -$62.5K 0.77% 63
2023
Q2 		$1.55M Buy
14,124
+990
+8% +$106K 0.76% 62
2023
Q1 		$1.45M Buy
13,134
+2,960
+29% +$347K 0.72% 73
2022
Q4 		$1.23M Buy
10,174
+112
+1% +$12.8K 0.62% 75
2022
Q3 		$1M Buy
10,062
+3,662
+57% +$367K 0.57% 79
2022
Q2 		$624K Buy
6,400
+965
+18% +$94.6K 0.34% 103
2022
Q1 		$547K Buy
5,435
+325
+6% +$33K 0.25% 109
2021
Q4 		$479K Sell
5,110
-138
-3% -$12.8K 0.21% 115
2021
Q3 		$467K Sell
5,248
-380
-7% -$35.5K 0.23% 113
2021
Q2 		$536K Buy
5,628
+103
+2% +$10.5K 0.26% 109
2021
Q1 		$534K Buy
5,525
+1,120
+25% +$107K 0.27% 108
2020
Q4 		$418K Sell
4,405
-150
-3% -$13.4K 0.23% 108
2020
Q3 		$364K Sell
4,555
-2,260
-33% -$180K 0.22% 110
2020
Q2 		$506K Sell
6,815
-1,080
-14% -$82K 0.31% 100
2020
Q1 		$568K Sell
7,895
-1,383
-15% -$130K 0.4% 90
2019
Q4 		$977K Buy
9,278
+340
+4% +$33.9K 0.52% 82
2019
Q3 		$856K Buy
8,938
+1,260
+16% +$114K 0.48% 87
2019
Q2 		$687K Buy
7,678
+2,336
+44% +$204K 0.39% 97
2019
Q1 		$438K Buy
+5,342
New +$437K 0.25% 110

Other funds holding GL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
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

Eads & Heald Wealth Management's GL Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Globe Life (GL) stake by 3.2% in Q1 2026, selling an estimated $29.6K and leaving 6,320 shares worth $880K. The position accounts for 0.44% of the portfolio, ranked #86.

Eads & Heald Wealth Management first reported a position in GL in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.03M in Q4 2023. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • Eads & Heald Wealth Management held 6,320 shares of Globe Life worth $880K as of Q1 2026.
  • Eads & Heald Wealth Management sold 210 Globe Life shares in Q1 2026, an estimated $29.6K.
  • Globe Life made up 0.44% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #86 holding.
  • Eads & Heald Wealth Management first reported a position in Globe Life in Q1 2019 and has held it in 29 quarters since.
  • Eads & Heald Wealth Management's Globe Life position peaked at $2.03M in Q4 2023.
  • 663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.