Focus Partners Wealth’s Globe Life GL Stock Holding History

Focus Partners 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	–	Sell	-6,447	Closed	-$902K	–	2727
2025 Q4	$902K	Buy	+6,447	New	+$873K	﹤0.01%	1679
2025 Q2	–	Sell	-8,559	Closed	-$1.13M	–	2083
2025 Q1	$1.13M	Buy	8,559 +656	+8%	+$80.3K	﹤0.01%	1023
2024 Q4	$881K	Sell	7,903 -12,276	-61%	-$1.32M	﹤0.01%	1097
2024 Q3	$2.27M	Buy	+20,179	New	+$1.93M	0.01%	746
2024 Q2	–	Sell	-58,700	Closed	-$6.83M	–	1246
2024 Q1	$6.83M	Buy	58,700 +4,478	+8%	+$548K	0.06%	267
2023 Q4	$6.6M	Buy	+54,222	New	+$6.37M	0.09%	193

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

Focus Partners Wealth's GL Position: Q1 2026 in Review

Focus Partners Wealth sold out of Globe Life (GL) in Q1 2026, closing a stake of 6,447 shares — an estimated $902K sold.

Focus Partners Wealth first reported a position in GL in Q4 2023 and held it in 6 quarters. The position peaked at $6.83M in Q1 2024. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

Focus Partners Wealth reported no remaining Globe Life position as of Q1 2026 after selling out during the quarter.
Focus Partners Wealth sold 6,447 Globe Life shares in Q1 2026, an estimated $902K.
Focus Partners Wealth first reported a position in Globe Life in Q4 2023 and held it in 6 quarters.
Focus Partners Wealth's Globe Life position peaked at $6.83M in Q1 2024.
663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

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