GWP
GL icon

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
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 $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

Gen-Wealth Partners's GL Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Globe Life (GL) stake by 33% in Q1 2026, selling an estimated $145K and leaving 2,123 shares worth $295K. The position accounts for 0.09% of the portfolio, ranked #211.

Gen-Wealth Partners first reported a position in GL in Q4 2025 and has held it in 2 quarters since. The position peaked at $440K in Q4 2025. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • Gen-Wealth Partners held 2,123 shares of Globe Life worth $295K as of Q1 2026.
  • Gen-Wealth Partners sold 1,026 Globe Life shares in Q1 2026, an estimated $145K.
  • Globe Life made up 0.09% of Gen-Wealth Partners's portfolio in Q1 2026, its #211 holding.
  • Gen-Wealth Partners first reported a position in Globe Life in Q4 2025 and has held it in 2 quarters since.
  • Gen-Wealth Partners's Globe Life position peaked at $440K in Q4 2025.
  • 663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.