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Essential Partners’s Globe Life GL Stock Holding History

Essential 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 		$178K Hold
1,074
– – 0.08% 269
2026
Q2 		$192K Sell
1,074
-1,964
-65% -$307K 0.09% 239
2026
Q1 		$423K Sell
3,038
-957
-24% -$135K 0.14% 164
2025
Q4 		$559K Sell
3,995
-52
-1% -$7.04K 0.17% 167
2025
Q3 		$579K Hold
4,047
– – 0.19% 148
2025
Q2 		$503K Buy
+4,047
New +$491K 0.2% 155

Other funds holding GL

Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $229M AUM 13.71% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Essential Partners's GL Position: Q3 2026 in Review

Essential Partners held its Globe Life (GL) position steady in Q3 2026 at 1,074 shares worth $178K. The position accounts for 0.08% of the portfolio, ranked #269.

Essential Partners first reported a position in GL in Q2 2025 and has held it in 6 quarters since. The position peaked at $579K in Q3 2025. 78 funds tracked by Wall St. Rank hold GL as of Q3 2026.

  • Essential Partners held 1,074 shares of Globe Life worth $178K as of Q3 2026.
  • Essential Partners left its Globe Life share count unchanged in Q3 2026.
  • Globe Life made up 0.08% of Essential Partners's portfolio in Q3 2026, its #269 holding.
  • Essential Partners first reported a position in Globe Life in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Globe Life position peaked at $579K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Globe Life as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.