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Evolve Private Wealth’s Globe Life GL Stock Holding History

Evolve Private 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
Q2 		$1.9M Buy
10,629
+373
+4% +$58.4K 0.12% 158
2026
Q1 		$1.43M Buy
10,256
+376
+4% +$53.1K 0.08% 248
2025
Q4 		$1.38M Buy
+9,880
New +$1.34M 0.08% 225

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's GL Position: Q2 2026 in Review

Evolve Private Wealth increased its Globe Life (GL) stake by 3.6% in Q2 2026, buying an estimated $58.4K and bringing the position to 10,629 shares worth $1.9M. The position accounts for 0.12% of the portfolio, ranked #158.

Evolve Private Wealth first reported a position in GL in Q4 2025 and has held it in 3 quarters since. 703 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Evolve Private Wealth held 10,629 shares of Globe Life worth $1.9M as of Q2 2026.
  • Evolve Private Wealth bought 373 Globe Life shares in Q2 2026, an estimated $58.4K.
  • Globe Life made up 0.12% of Evolve Private Wealth's portfolio in Q2 2026, its #158 holding.
  • Evolve Private Wealth first reported a position in Globe Life in Q4 2025 and has held it in 3 quarters since.
  • 703 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.