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Elevation Wealth Partners’s Globe Life GL Stock Holding History

Elevation Wealth Partners’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
Q3 		$30.6K Buy
185
+1
+0.5% +$176 0.01% 533
2026
Q2 		$32.9K Hold
184
– – 0.01% 424
2026
Q1 		$25.6K Buy
184
+25
+16% +$3.53K 0.01% 323
2025
Q4 		$22.2K Buy
159
+1
+0.6% +$135 0.01% 346
2025
Q3 		$22.7K Sell
158
-197
-55% -$26.7K 0.01% 316
2025
Q2 		$44.1K Hold
355
– – 0.02% 250
2025
Q1 		$46.7K Sell
355
-146
-29% -$17.9K 0.02% 233
2024
Q4 		$55.9K Hold
501
– – 0.02% 218
2024
Q3 		$53.1K Hold
501
– – 0.02% 215
2024
Q2 		$41.2K Buy
501
+1
+0.2% +$83 0.02% 231
2024
Q1 		$58.2K Hold
500
– – 0.03% 205
2023
Q4 		$54.4K Hold
500
– – 0.03% 201
2023
Q3 		$54.4K Hold
500
– – 0.05% 142
2023
Q2 		$54.8K Hold
500
– – 0.05% 143
2023
Q1 		$55K Buy
+500
New +$58.7K 0.05% 144

Other funds holding GL

WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Exchange Bank Santa Rosa, California $162M AUM 21.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Elevation Wealth Partners's GL Position: Q3 2026 in Review

Elevation Wealth Partners increased its Globe Life (GL) stake by 0.54% in Q3 2026, buying an estimated $176 and bringing the position to 185 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #533.

Elevation Wealth Partners first reported a position in GL in Q1 2023 and has held it in 15 quarters since. The position peaked at $58.2K in Q1 2024. 15 funds tracked by Wall St. Rank hold GL as of Q3 2026.

  • Elevation Wealth Partners held 185 shares of Globe Life worth $30.6K as of Q3 2026.
  • Elevation Wealth Partners bought 1 Globe Life share in Q3 2026, an estimated $176.
  • Globe Life made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #533 holding.
  • Elevation Wealth Partners first reported a position in Globe Life in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Globe Life position peaked at $58.2K in Q1 2024.
  • 15 funds tracked by Wall St. Rank held Globe Life as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.