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Evergreen Wealth Solutions’s Globe Life GL Stock Holding History

Evergreen Wealth Solutions’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 		$1.23M Buy
6,819
+27
+0.4% +$4.23K 0.06% 179
2026
Q1 		$945K Buy
+6,792
New +$959K 0.07% 167

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 $3.37T AUM 44.26% 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

Evergreen Wealth Solutions's GL Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Globe Life (GL) stake by 0.4% in Q2 2026, buying an estimated $4.23K and bringing the position to 6,819 shares worth $1.23M. The position accounts for 0.06% of the portfolio, ranked #179.

Evergreen Wealth Solutions first reported a position in GL in Q1 2026 and has held it in 2 quarters since. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Evergreen Wealth Solutions held 6,819 shares of Globe Life worth $1.23M as of Q2 2026.
  • Evergreen Wealth Solutions bought 27 Globe Life shares in Q2 2026, an estimated $4.23K.
  • Globe Life made up 0.06% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #179 holding.
  • Evergreen Wealth Solutions first reported a position in Globe Life in Q1 2026 and has held it in 2 quarters since.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.