IPW
GL icon

Impact Partnership Wealth’s Globe Life GL Stock Holding History

Impact Partnership 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
2026
Q2 		– Sell
-5,686
Closed -$791K – 464
2026
Q1 		$791K Buy
5,686
+627
+12% +$88.5K 0.1% 140
2025
Q4 		$708K Buy
5,059
+1,910
+61% +$259K 0.09% 150
2025
Q3 		$450K Buy
3,149
+317
+11% +$43K 0.07% 173
2025
Q2 		$352K Buy
+2,832
New +$344K 0.06% 195

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

Impact Partnership Wealth's GL Position: Q2 2026 in Review

Impact Partnership Wealth sold out of Globe Life (GL) in Q2 2026, closing a stake of 5,686 shares — an estimated $791K sold.

Impact Partnership Wealth first reported a position in GL in Q2 2025 and held it in 4 quarters. The position peaked at $791K in Q1 2026. 703 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Impact Partnership Wealth reported no remaining Globe Life position as of Q2 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 5,686 Globe Life shares in Q2 2026, an estimated $791K.
  • Impact Partnership Wealth first reported a position in Globe Life in Q2 2025 and held it in 4 quarters.
  • Impact Partnership Wealth's Globe Life position peaked at $791K in Q1 2026.
  • 703 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

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