INVST’s Globe Life GL Stock Holding History

INVST’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	–	Sell	-5,377	Closed	-$752K	–	360
2025 Q4	$752K	Sell	5,377 -228	-4%	-$30.9K	0.08%	195
2025 Q3	$801K	Buy	5,605 +160	+3%	+$21.7K	0.09%	183
2025 Q2	$677K	Buy	5,445 +176	+3%	+$21.4K	0.08%	201
2025 Q1	$694K	Buy	+5,269	New	+$645K	0.09%	177

Other funds holding GL

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

INVST's GL Position: Q1 2026 in Review

INVST sold out of Globe Life (GL) in Q1 2026, closing a stake of 5,377 shares — an estimated $752K sold.

INVST first reported a position in GL in Q1 2025 and held it in 4 quarters. The position peaked at $801K in Q3 2025. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

INVST reported no remaining Globe Life position as of Q1 2026 after selling out during the quarter.
INVST sold 5,377 Globe Life shares in Q1 2026, an estimated $752K.
INVST first reported a position in Globe Life in Q1 2025 and held it in 4 quarters.
INVST's Globe Life position peaked at $801K in Q3 2025.
663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.