HWM
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HB Wealth Management’s Globe Life GL Stock Holding History

HB Wealth Management’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
Q2 		$944K Buy
5,283
+543
+11% +$85K 0.01% 767
2026
Q1 		$660K Buy
4,740
+609
+15% +$86K ﹤0.01% 843
2025
Q4 		$578K Sell
4,131
-230
-5% -$31.2K ﹤0.01% 848
2025
Q3 		$623K Buy
4,361
+670
+18% +$90.8K ﹤0.01% 765
2025
Q2 		$459K Sell
3,691
-279
-7% -$33.9K ﹤0.01% 776
2025
Q1 		$523K Buy
3,970
+877
+28% +$107K ﹤0.01% 750
2024
Q4 		$345K Buy
3,093
+1,023
+49% +$110K ﹤0.01% 760
2024
Q3 		$219K Buy
+2,070
New +$198K ﹤0.01% 864
2024
Q2 		– Sell
-1,798
Closed -$209K – 945
2024
Q1 		$209K Buy
1,798
+16
+0.9% +$1.96K ﹤0.01% 785
2023
Q4 		$217K Buy
+1,782
New +$209K ﹤0.01% 715

Other funds holding GL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

HB Wealth Management's GL Position: Q2 2026 in Review

HB Wealth Management increased its Globe Life (GL) stake by 11% in Q2 2026, buying an estimated $85K and bringing the position to 5,283 shares worth $944K. The position accounts for 0.01% of the portfolio, ranked #767.

HB Wealth Management first reported a position in GL in Q4 2023 and has held it in 10 quarters since. 698 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • HB Wealth Management held 5,283 shares of Globe Life worth $944K as of Q2 2026.
  • HB Wealth Management bought 543 Globe Life shares in Q2 2026, an estimated $85K.
  • Globe Life made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #767 holding.
  • HB Wealth Management first reported a position in Globe Life in Q4 2023 and has held it in 10 quarters since.
  • 698 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.