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

Gitterman 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
2025
Q3 		– Sell
-1,549
Closed -$193K – 208
2025
Q2 		$193K Buy
+1,549
New +$188K 0.04% 155

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Gitterman Wealth Management's GL Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Globe Life (GL) in Q3 2025, closing a stake of 1,549 shares — an estimated $193K sold.

Gitterman Wealth Management first reported a position in GL in Q2 2025 and held it in 1 quarter. The position peaked at $193K in Q2 2025. 672 funds tracked by Wall St. Rank hold GL as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Globe Life position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 1,549 Globe Life shares in Q3 2025, an estimated $193K.
  • Gitterman Wealth Management first reported a position in Globe Life in Q2 2025 and held it in 1 quarter.
  • Gitterman Wealth Management's Globe Life position peaked at $193K in Q2 2025.
  • 672 funds tracked by Wall St. Rank held Globe Life as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.