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Gen-Wealth Partners’s Globe Life GL Stock Holding History

Gen-Wealth Partners’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 		$162K Sell
905
-1,218
-57% -$191K 0.05% 262
2026
Q1 		$295K Sell
2,123
-1,026
-33% -$145K 0.09% 211
2025
Q4 		$440K Buy
+3,149
New +$427K 0.14% 147

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 $3.37T AUM 44.26% 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

Gen-Wealth Partners's GL Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Globe Life (GL) stake by 57% in Q2 2026, selling an estimated $191K and leaving 905 shares worth $162K. The position accounts for 0.05% of the portfolio, ranked #262.

Gen-Wealth Partners first reported a position in GL in Q4 2025 and has held it in 3 quarters since. The position peaked at $440K in Q4 2025. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Gen-Wealth Partners held 905 shares of Globe Life worth $162K as of Q2 2026.
  • Gen-Wealth Partners sold 1,218 Globe Life shares in Q2 2026, an estimated $191K.
  • Globe Life made up 0.05% of Gen-Wealth Partners's portfolio in Q2 2026, its #262 holding.
  • Gen-Wealth Partners first reported a position in Globe Life in Q4 2025 and has held it in 3 quarters since.
  • Gen-Wealth Partners's Globe Life position peaked at $440K in Q4 2025.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.