GA
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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
2026
Q3 		$994 Buy
+6
New +$1.06K ﹤0.01% 688
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

WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Exchange Bank Santa Rosa, California $162M AUM 21.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GoalVest Advisory's GL Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Globe Life (GL) in Q3 2026: 6 shares worth $994. The stake represents ﹤0.01% of the portfolio and ranks #688 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in GL as recently as Q1 2025.

GoalVest Advisory first reported a position in GL in Q1 2022 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold GL as of Q3 2026.

  • GoalVest Advisory held 6 shares of Globe Life worth $994 as of Q3 2026.
  • Globe Life was a new GoalVest Advisory position in Q3 2026.
  • Globe Life made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #688 holding.
  • GoalVest Advisory first reported a position in Globe Life in Q1 2022 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Globe Life as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.