Golden State Equity Partners’s Globe Life GL Stock Holding History

Golden State Equity 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
2026 Q3	$1.82K	Buy	+11	New	+$1.94K	﹤0.01%	1911
2026 Q2	–	Sell	-4,622	Closed	-$643K	–	884
2026 Q1	$643K	Sell	4,622 -10	-0.2%	-$1.41K	0.05%	384
2025 Q4	$648K	Sell	4,632 -101	-2%	-$13.7K	0.1%	222
2025 Q3	$677K	Sell	4,733 -2,012	-30%	-$273K	0.11%	211
2025 Q2	$838K	Sell	6,745 -9	-0.1%	-$1.09K	0.16%	161
2025 Q1	$890K	Buy	+6,754	New	+$826K	0.18%	148
2024 Q4	–	Sell	-60	Closed	-$6.35K	–	616
2024 Q3	$6.35K	Buy	+60	New	+$5.75K	﹤0.01%	740

Other funds holding GL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Golden State Equity Partners's GL Position: Q3 2026 in Review

Golden State Equity Partners opened a new position in Globe Life (GL) in Q3 2026: 11 shares worth $1.82K. The stake represents ﹤0.01% of the portfolio and ranks #1911 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in GL as recently as Q1 2026.

Golden State Equity Partners first reported a position in GL in Q3 2024 and has held it in 7 quarters since. The position peaked at $890K in Q1 2025. 576 funds tracked by Wall St. Rank hold GL as of Q3 2026.

Golden State Equity Partners held 11 shares of Globe Life worth $1.82K as of Q3 2026.
Globe Life was a new Golden State Equity Partners position in Q3 2026.
Globe Life made up ﹤0.01% of Golden State Equity Partners's portfolio in Q3 2026, its #1911 holding.
Golden State Equity Partners first reported a position in Globe Life in Q3 2024 and has held it in 7 quarters since.
Golden State Equity Partners's Globe Life position peaked at $890K in Q1 2025.
576 funds tracked by Wall St. Rank held Globe Life as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.