Evermay Wealth Management’s Globe Life GL Stock Holding History

Evermay 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	$121K	Hold	675	–	–	0.01%	248
2026 Q1	$93.9K	Hold	675	–	–	0.01%	258
2025 Q4	$94.4K	Hold	675	–	–	0.01%	266
2025 Q3	$96.5K	Hold	675	–	–	0.01%	267
2025 Q2	$83.9K	Hold	675	–	–	0.01%	282
2025 Q1	$88.9K	Hold	675	–	–	0.01%	273
2024 Q4	$75.3K	Hold	675	–	–	0.01%	283
2024 Q3	$71.5K	Hold	675	–	–	0.01%	305
2024 Q2	$55.5K	Hold	675	–	–	0.01%	336
2024 Q1	$78.5K	Hold	675	–	–	0.01%	309
2023 Q4	$82.2K	Hold	675	–	–	0.02%	274
2023 Q3	$73.4K	Hold	675	–	–	0.02%	264
2023 Q2	$74K	Hold	675	–	–	0.01%	271
2023 Q1	$74.4K	Hold	675	–	–	0.02%	268
2022 Q4	$81.4K	Hold	675	–	–	0.02%	243
2022 Q3	$67K	Hold	675	–	–	0.01%	255
2022 Q2	$66K	Hold	675	–	–	0.01%	254
2022 Q1	$68K	Hold	675	–	–	0.01%	273
2021 Q4	$63K	Hold	675	–	–	0.01%	256
2021 Q3	$60K	Hold	675	–	–	0.01%	248
2021 Q2	$64K	Buy	+675	New	+$69.1K	0.01%	259

Other funds holding GL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Evermay Wealth Management held its Globe Life (GL) position steady in Q2 2026 at 675 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #248.

Evermay Wealth Management first reported a position in GL in Q2 2021 and has held it in 21 quarters since. 702 funds tracked by Wall St. Rank hold GL as of Q2 2026.

Evermay Wealth Management held 675 shares of Globe Life worth $121K as of Q2 2026.
Evermay Wealth Management left its Globe Life share count unchanged in Q2 2026.
Globe Life made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #248 holding.
Evermay Wealth Management first reported a position in Globe Life in Q2 2021 and has held it in 21 quarters since.
702 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.