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Integrated Wealth Concepts’s Globe Life GL Stock Holding History

Integrated Wealth Concepts’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 		$836K Buy
6,005
+3,218
+115% +$454K 0.01% 1220
2025
Q4 		$390K Sell
2,787
-1,937
-41% -$262K ﹤0.01% 1204
2025
Q3 		$675K Sell
4,724
-385
-8% -$52.2K 0.01% 1190
2025
Q2 		$635K Buy
+5,109
New +$620K 0.01% 1143

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

Integrated Wealth Concepts's GL Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Globe Life (GL) stake by 115% in Q1 2026, buying an estimated $454K and bringing the position to 6,005 shares worth $836K. The position accounts for 0.01% of the portfolio, ranked #1220.

Integrated Wealth Concepts first reported a position in GL in Q2 2025 and has held it in 4 quarters since. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • Integrated Wealth Concepts held 6,005 shares of Globe Life worth $836K as of Q1 2026.
  • Integrated Wealth Concepts bought 3,218 Globe Life shares in Q1 2026, an estimated $454K.
  • Globe Life made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1220 holding.
  • Integrated Wealth Concepts first reported a position in Globe Life in Q2 2025 and has held it in 4 quarters since.
  • 663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.