Heck Capital Advisors’s Globe Life GL Stock Holding History

Heck Capital Advisors’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 Q1	–	Sell	-10	Closed	-$1.11K	–	460
2024 Q4	$1.11K	Buy	+10	New	+$1.08K	﹤0.01%	698

Other funds holding GL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Heck Capital Advisors's GL Position: Q1 2025 in Review

Heck Capital Advisors sold out of Globe Life (GL) in Q1 2025, closing a stake of 10 shares — an estimated $1.11K sold.

Heck Capital Advisors first reported a position in GL in Q4 2024 and held it in 1 quarter. The position peaked at $1.11K in Q4 2024. 608 funds tracked by Wall St. Rank hold GL as of Q1 2025.

Heck Capital Advisors reported no remaining Globe Life position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 10 Globe Life shares in Q1 2025, an estimated $1.11K.
Heck Capital Advisors first reported a position in Globe Life in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Globe Life position peaked at $1.11K in Q4 2024.
608 funds tracked by Wall St. Rank held Globe Life as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.