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Global Financial Private Client’s Globe Life GL Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-20
Closed -$2.63K – 757
2025
Q1 		$2.63K Buy
20
+14
+233% +$1.71K ﹤0.01% 802
2024
Q4 		$669 Buy
+6
New +$647 ﹤0.01% 863

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Global Financial Private Client's GL Position: Q2 2025 in Review

Global Financial Private Client sold out of Globe Life (GL) in Q2 2025, closing a stake of 20 shares — an estimated $2.63K sold.

Global Financial Private Client first reported a position in GL in Q4 2024 and held it in 2 quarters. The position peaked at $2.63K in Q1 2025. 640 funds tracked by Wall St. Rank hold GL as of Q2 2025.

  • Global Financial Private Client reported no remaining Globe Life position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 20 Globe Life shares in Q2 2025, an estimated $2.63K.
  • Global Financial Private Client first reported a position in Globe Life in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Globe Life position peaked at $2.63K in Q1 2025.
  • 640 funds tracked by Wall St. Rank held Globe Life as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.