JWM
GL icon

Janiczek Wealth Management’s Globe Life GL Stock Holding History

Janiczek Wealth Management’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
2024
Q2 		$105K Buy
1,280
+1,243
+3,359% +$103K 0.02% 265
2024
Q1 		$4.31K Hold
37
– – ﹤0.01% 779
2023
Q4 		$4.5K Hold
37
– – ﹤0.01% 764
2023
Q3 		$4.02K Hold
37
– – ﹤0.01% 751
2023
Q2 		$4.06K Buy
+37
New +$3.98K ﹤0.01% 684
2023
Q1 		– Sell
-2
Closed -$243 – 1033
2022
Q4 		$243 Buy
+2
New +$229 ﹤0.01% 973

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Wellington Management Group
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return