Global Retirement Partners’s Globe Life GL Stock Holding History

Global Retirement Partners’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 Q4	–	Sell	-667	Closed	-$95.4K	–	4312
2025 Q3	$95.4K	Sell	667 -77	-10%	-$10.4K	﹤0.01%	1536
2025 Q2	$92.5K	Buy	+744	New	+$90.3K	﹤0.01%	1478
2024 Q4	$87.7K	Buy	786 +77	+11%	+$8.31K	﹤0.01%	1345
2024 Q3	$75.1K	Buy	709 +39	+6%	+$3.74K	﹤0.01%	1366
2024 Q2	$55.1K	Buy	670 +498	+290%	+$41.3K	﹤0.01%	1485
2024 Q1	$20K	Buy	172 +3	+2%	+$367	﹤0.01%	1818
2023 Q4	$20.3K	Buy	169 +68	+67%	+$7.99K	﹤0.01%	1749
2023 Q3	$11K	Buy	101 +65	+181%	+$7.26K	﹤0.01%	1912
2023 Q2	$3.95K	Buy	36 +20	+125%	+$2.15K	﹤0.01%	2300
2023 Q1	$1.7K	Buy	16 +6	+60%	+$704	﹤0.01%	2555
2022 Q4	$1.21K	Hold	10	–	–	﹤0.01%	2538
2022 Q3	$1K	Buy	+10	New	+$1K	﹤0.01%	2464
2022 Q2	–	Sell	-8	Closed	-$1K	–	2754
2022 Q1	$1K	Buy	+8	New	+$811	﹤0.01%	2398
2017 Q1	–	Sell	-30	Closed	-$2K	–	1109
2016 Q4	$2K	Buy	+30	New	+$2.06K	﹤0.01%	957

Other funds holding GL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return