Evoke Wealth’s Globe Life GL Stock Holding History

Evoke Wealth’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	$236K	Buy	1,698 +11	+0.7%	+$1.55K	﹤0.01%	611
2025 Q4	$236K	Sell	1,687 -229	-12%	-$31K	﹤0.01%	586
2025 Q3	$274K	Sell	1,916 -120	-6%	-$16.3K	0.01%	526
2025 Q2	$253K	Buy	+2,036	New	+$247K	0.01%	502
2022 Q4	–	Sell	-20	Closed	-$2K	–	682
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	1035
2022 Q2	$2K	Sell	20 -1	-5%	-$98	﹤0.01%	1044
2022 Q1	$2K	Buy	21 +4	+24%	+$406	﹤0.01%	1041
2021 Q4	$2K	Hold	17	–	–	﹤0.01%	1045
2021 Q3	$1K	Hold	17	–	–	﹤0.01%	1075
2021 Q2	$2K	Sell	17 -50	-75%	-$5.12K	﹤0.01%	1046
2021 Q1	$6K	Buy	67 +47	+235%	+$4.5K	﹤0.01%	798
2020 Q4	$2K	Hold	20	–	–	﹤0.01%	887
2020 Q3	$2K	Sell	20 -23	-53%	-$1.84K	﹤0.01%	843
2020 Q2	$3K	Buy	43 +6	+16%	+$455	﹤0.01%	787
2020 Q1	$2.68K	Buy	37 +12	+48%	+$1.13K	﹤0.01%	755
2019 Q4	$2.65K	Sell	25 -2	-7%	-$199	﹤0.01%	1029
2019 Q3	$2.59K	Buy	+27	New	+$2.45K	﹤0.01%	1155

Other funds holding GL

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Evoke Wealth's GL Position: Q1 2026 in Review

Evoke Wealth increased its Globe Life (GL) stake by 0.65% in Q1 2026, buying an estimated $1.55K and bringing the position to 1,698 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Evoke Wealth first reported a position in GL in Q3 2019 and has held it in 17 quarters since. The position peaked at $274K in Q3 2025. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

Evoke Wealth held 1,698 shares of Globe Life worth $236K as of Q1 2026.
Evoke Wealth bought 11 Globe Life shares in Q1 2026, an estimated $1.55K.
Globe Life made up ﹤0.01% of Evoke Wealth's portfolio in Q1 2026, its #611 holding.
Evoke Wealth first reported a position in Globe Life in Q3 2019 and has held it in 17 quarters since.
Evoke Wealth's Globe Life position peaked at $274K in Q3 2025.
663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.