IWC
GL icon

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
Q2 		$1.27M Buy
7,127
+1,122
+19% +$176K 0.01% 1065
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 $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

Integrated Wealth Concepts's GL Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Globe Life (GL) stake by 19% in Q2 2026, buying an estimated $176K and bringing the position to 7,127 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #1065.

Integrated Wealth Concepts first reported a position in GL in Q2 2025 and has held it in 5 quarters since. 702 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Integrated Wealth Concepts held 7,127 shares of Globe Life worth $1.27M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,122 Globe Life shares in Q2 2026, an estimated $176K.
  • Globe Life made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1065 holding.
  • Integrated Wealth Concepts first reported a position in Globe Life in Q2 2025 and has held it in 5 quarters since.
  • 702 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.