HHM Wealth Advisors’s Globe Life GL Stock Holding History

HHM Wealth 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
2026 Q2	–	Sell	-170	Closed	-$23.7K	–	925
2026 Q1	$23.7K	Sell	170 -130	-43%	-$18.4K	﹤0.01%	480
2025 Q4	$42K	Buy	+300	New	+$40.6K	﹤0.01%	388
2025 Q3	–	Sell	-387	Closed	-$48.1K	–	888
2025 Q2	$48.1K	Hold	387	–	–	0.01%	382
2025 Q1	$51K	Hold	387	–	–	0.01%	360
2024 Q4	$43.2K	Buy	387 +12	+3%	+$1.29K	0.01%	384
2024 Q3	$39.7K	Hold	375	–	–	0.01%	370
2024 Q2	$30.9K	Hold	375	–	–	﹤0.01%	398
2024 Q1	$43.6K	Hold	375	–	–	0.01%	317
2023 Q4	$45.6K	Hold	375	–	–	0.01%	298
2023 Q3	$40.8K	Hold	375	–	–	0.01%	301
2023 Q2	$41.1K	Hold	375	–	–	0.01%	312
2023 Q1	$41.3K	Buy	+375	New	+$44K	0.01%	301
2022 Q4	–	Sell	-375	Closed	-$37K	–	712
2022 Q3	$37K	Hold	375	–	–	0.01%	270
2022 Q2	$37K	Hold	375	–	–	0.01%	320
2022 Q1	$38K	Hold	375	–	–	0.01%	348
2021 Q4	$35K	Hold	375	–	–	0.01%	351
2021 Q3	$33K	Hold	375	–	–	0.01%	349
2021 Q2	$36K	Hold	375	–	–	0.01%	334
2021 Q1	$36K	Hold	375	–	–	0.01%	318
2020 Q4	$36K	Hold	375	–	–	0.01%	293
2020 Q3	$30K	Hold	375	–	–	0.01%	276
2020 Q2	$28K	Hold	375	–	–	0.01%	277
2020 Q1	$27K	Buy	+375	New	+$35.4K	0.01%	268

Other funds holding GL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

HHM Wealth Advisors's GL Position: Q2 2026 in Review

HHM Wealth Advisors sold out of Globe Life (GL) in Q2 2026, closing a stake of 170 shares — an estimated $23.7K sold.

HHM Wealth Advisors first reported a position in GL in Q1 2020 and held it in 23 quarters. The position peaked at $51K in Q1 2025. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

HHM Wealth Advisors reported no remaining Globe Life position as of Q2 2026 after selling out during the quarter.
HHM Wealth Advisors sold 170 Globe Life shares in Q2 2026, an estimated $23.7K.
HHM Wealth Advisors first reported a position in Globe Life in Q1 2020 and held it in 23 quarters.
HHM Wealth Advisors's Globe Life position peaked at $51K in Q1 2025.
701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.