GeoWealth Management’s Globe Life GL Stock Holding History

GeoWealth 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
2025 Q1	–	Sell	-611	Closed	-$68.1K	–	1355
2024 Q4	$68.1K	Buy	611 +14	+2%	+$1.51K	﹤0.01%	1060
2024 Q3	$63.2K	Buy	+597	New	+$57.2K	﹤0.01%	1011

Other funds holding GL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

GeoWealth Management's GL Position: Q1 2025 in Review

GeoWealth Management sold out of Globe Life (GL) in Q1 2025, closing a stake of 611 shares — an estimated $68.1K sold.

GeoWealth Management first reported a position in GL in Q3 2024 and held it in 2 quarters. The position peaked at $68.1K in Q4 2024. 608 funds tracked by Wall St. Rank hold GL as of Q1 2025.

GeoWealth Management reported no remaining Globe Life position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 611 Globe Life shares in Q1 2025, an estimated $68.1K.
GeoWealth Management first reported a position in Globe Life in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Globe Life position peaked at $68.1K in Q4 2024.
608 funds tracked by Wall St. Rank held Globe Life as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.