GWM
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Geneos Wealth Management’s Globe Life GL Stock Holding History

Geneos Wealth Management’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 		$456K Sell
3,277
-2,835
-46% -$400K 0.01% 722
2025
Q4 		$855K Sell
6,112
-532
-8% -$72.1K 0.02% 539
2025
Q3 		$950K Sell
6,644
-144
-2% -$19.5K 0.02% 498
2025
Q2 		$844K Sell
6,788
-3,876
-36% -$471K 0.02% 578
2025
Q1 		$1.43M Buy
10,664
+7,060
+196% +$864K 0.02% 567
2024
Q4 		$402K Sell
3,604
-156
-4% -$16.8K 0.01% 637
2024
Q3 		$398K Buy
3,760
+56
+2% +$5.37K 0.02% 609
2024
Q2 		$305K Buy
3,704
+110
+3% +$9.11K 0.01% 602
2024
Q1 		$418K Buy
3,594
+6
+0.2% +$734 0.02% 535
2023
Q4 		$437K Buy
3,588
+7
+0.2% +$823 0.02% 518
2023
Q3 		$389K Buy
3,581
+7
+0.2% +$782 0.02% 514
2023
Q2 		$392K Sell
3,574
-73
-2% -$7.84K 0.02% 509
2023
Q1 		$401K Sell
3,647
-475
-12% -$55.8K 0.02% 485
2022
Q4 		$497K Buy
4,122
+7
+0.2% +$801 0.03% 425
2022
Q3 		$410K Buy
4,115
+7
+0.2% +$702 0.03% 434
2022
Q2 		$412K Sell
4,108
-420
-9% -$41.2K 0.02% 546
2022
Q1 		$455K Sell
4,528
-310
-6% -$31.4K 0.02% 549
2021
Q4 		$453K Buy
4,838
+10
+0.2% +$925 0.02% 608
2021
Q3 		$435K Sell
4,828
-70
-1% -$6.54K 0.02% 606
2021
Q2 		$469K Hold
4,898
– – 0.02% 576
2021
Q1 		$502K Sell
4,898
-149
-3% -$14.3K 0.01% 638
2020
Q4 		$496K Buy
5,047
+179
+4% +$15.9K 0.02% 544
2020
Q3 		$382K Sell
4,868
-303
-6% -$24.2K 0.02% 501
2020
Q2 		$366K Sell
5,171
-617
-11% -$46.8K 0.02% 486
2020
Q1 		$412K Sell
5,788
-383
-6% -$36.1K 0.03% 411
2019
Q4 		$653K Sell
6,171
-146
-2% -$14.6K 0.03% 388
2019
Q3 		$607K Buy
+6,317
New +$573K 0.04% 372

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

Geneos Wealth Management's GL Position: Q1 2026 in Review

Geneos Wealth Management reduced its Globe Life (GL) stake by 46% in Q1 2026, selling an estimated $400K and leaving 3,277 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #722.

Geneos Wealth Management first reported a position in GL in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.43M in Q1 2025. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • Geneos Wealth Management held 3,277 shares of Globe Life worth $456K as of Q1 2026.
  • Geneos Wealth Management sold 2,835 Globe Life shares in Q1 2026, an estimated $400K.
  • Globe Life made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #722 holding.
  • Geneos Wealth Management first reported a position in Globe Life in Q3 2019 and has held it in 27 quarters since.
  • Geneos Wealth Management's Globe Life position peaked at $1.43M in Q1 2025.
  • 663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.