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Heritage Wealth Management (Ohio)’s Globe Life GL Stock Holding History

Heritage Wealth Management (Ohio)’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
Q1 		$579K Hold
4,162
– – 0.29% 88
2025
Q4 		$582K Sell
4,162
-200
-5% -$27.1K 0.16% 136
2025
Q3 		$624K Hold
4,362
– – 0.18% 120
2025
Q2 		$542K Sell
4,362
-200
-4% -$24.3K 0.18% 125
2025
Q1 		$601K Hold
4,562
– – 0.2% 117
2024
Q4 		$509K Hold
4,562
– – 0.17% 131
2024
Q3 		$483K Hold
4,562
– – 0.16% 140
2024
Q2 		$372K Buy
+4,562
New +$378K 0.12% 162

Other funds holding GL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s GL Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) held its Globe Life (GL) position steady in Q1 2026 at 4,162 shares worth $579K. The position accounts for 0.29% of the portfolio, ranked #88.

Heritage Wealth Management (Ohio) first reported a position in GL in Q2 2024 and has held it in 8 quarters since. The position peaked at $624K in Q3 2025. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 4,162 shares of Globe Life worth $579K as of Q1 2026.
  • Heritage Wealth Management (Ohio) left its Globe Life share count unchanged in Q1 2026.
  • Globe Life made up 0.29% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #88 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Globe Life in Q2 2024 and has held it in 8 quarters since.
  • Heritage Wealth Management (Ohio)'s Globe Life position peaked at $624K in Q3 2025.
  • 663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.