EWM
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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
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
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

Evermay Wealth Management's GL Position: Q1 2026 in Review

Evermay Wealth Management held its Globe Life (GL) position steady in Q1 2026 at 675 shares worth $93.9K. The position accounts for 0.01% of the portfolio, ranked #258.

Evermay Wealth Management first reported a position in GL in Q2 2021 and has held it in 20 quarters since. The position peaked at $96.5K in Q3 2025. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • Evermay Wealth Management held 675 shares of Globe Life worth $93.9K as of Q1 2026.
  • Evermay Wealth Management left its Globe Life share count unchanged in Q1 2026.
  • Globe Life made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #258 holding.
  • Evermay Wealth Management first reported a position in Globe Life in Q2 2021 and has held it in 20 quarters since.
  • Evermay Wealth Management's Globe Life position peaked at $96.5K in Q3 2025.
  • 663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.