Geneos Wealth Management
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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
Q3 		$495K Sell
2,990
-293
-9% -$51.6K 0.01% 795
2026
Q2 		$587K Buy
3,283
+6
+0.2% +$939 0.01% 688
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 Buy
6,788
+3,071
+83% +$373K 0.02% 578
2025
Q1 		$490K Buy
3,717
+113
+3% +$13.8K 0.02% 627
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

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Geneos Wealth Management's GL Position: Q3 2026 in Review

Geneos Wealth Management reduced its Globe Life (GL) stake by 8.9% in Q3 2026, selling an estimated $51.6K and leaving 2,990 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #795.

Geneos Wealth Management first reported a position in GL in Q3 2019 and has held it in 29 quarters since. The position peaked at $950K in Q3 2025. 366 funds tracked by Wall St. Rank hold GL as of Q3 2026.

  • Geneos Wealth Management held 2,990 shares of Globe Life worth $495K as of Q3 2026.
  • Geneos Wealth Management sold 293 Globe Life shares in Q3 2026, an estimated $51.6K.
  • Globe Life made up 0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #795 holding.
  • Geneos Wealth Management first reported a position in Globe Life in Q3 2019 and has held it in 29 quarters since.
  • Geneos Wealth Management's Globe Life position peaked at $950K in Q3 2025.
  • 366 funds tracked by Wall St. Rank held Globe Life as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.