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High Note Wealth’s Globe Life GL Stock Holding History

High Note Wealth’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
Q4 		– Sell
-12
Closed -$1.72K – 936
2025
Q3 		$1.72K Sell
12
-6
-33% -$813 ﹤0.01% 715
2025
Q2 		$2.24K Sell
18
-24
-57% -$2.91K ﹤0.01% 627
2025
Q1 		$5.53K Sell
42
-5
-11% -$612 ﹤0.01% 381
2024
Q4 		$5.24K Buy
+47
New +$5.07K ﹤0.01% 416

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

High Note Wealth's GL Position: Q4 2025 in Review

High Note Wealth sold out of Globe Life (GL) in Q4 2025, closing a stake of 12 shares — an estimated $1.72K sold.

High Note Wealth first reported a position in GL in Q4 2024 and held it in 4 quarters. The position peaked at $5.53K in Q1 2025. 682 funds tracked by Wall St. Rank hold GL as of Q4 2025.

  • High Note Wealth reported no remaining Globe Life position as of Q4 2025 after selling out during the quarter.
  • High Note Wealth sold 12 Globe Life shares in Q4 2025, an estimated $1.72K.
  • High Note Wealth first reported a position in Globe Life in Q4 2024 and held it in 4 quarters.
  • High Note Wealth's Globe Life position peaked at $5.53K in Q1 2025.
  • 682 funds tracked by Wall St. Rank held Globe Life as of Q4 2025.

Based on High Note Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.