GoalVest Advisory’s Globe Life GL Stock Holding History

GoalVest Advisory’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	-3	Closed	-$395	–	429
2025 Q1	$395	Buy	+3	New	+$367	﹤0.01%	384
2022 Q2	–	Sell	-2	Closed	–	–	395
2022 Q1	$0	Buy	+2	New	+$203	﹤0.01%	425

Other funds holding GL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

GoalVest Advisory's GL Position: Q2 2025 in Review

GoalVest Advisory sold out of Globe Life (GL) in Q2 2025, closing a stake of 3 shares — an estimated $395 sold.

GoalVest Advisory first reported a position in GL in Q1 2022 and held it in 2 quarters. The position peaked at $395 in Q1 2025. 639 funds tracked by Wall St. Rank hold GL as of Q2 2025.

GoalVest Advisory reported no remaining Globe Life position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 3 Globe Life shares in Q2 2025, an estimated $395.
GoalVest Advisory first reported a position in Globe Life in Q1 2022 and held it in 2 quarters.
GoalVest Advisory's Globe Life position peaked at $395 in Q1 2025.
639 funds tracked by Wall St. Rank held Globe Life as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.