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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

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Janiczek Wealth Management's GL Position: Q2 2024 in Review

Janiczek Wealth Management increased its Globe Life (GL) stake by 3,359% in Q2 2024, buying an estimated $103K and bringing the position to 1,280 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #265.

Janiczek Wealth Management first reported a position in GL in Q4 2022 and has held it in 6 quarters since. 503 funds tracked by Wall St. Rank hold GL as of Q2 2024.

  • Janiczek Wealth Management held 1,280 shares of Globe Life worth $105K as of Q2 2024.
  • Janiczek Wealth Management bought 1,243 Globe Life shares in Q2 2024, an estimated $103K.
  • Globe Life made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #265 holding.
  • Janiczek Wealth Management first reported a position in Globe Life in Q4 2022 and has held it in 6 quarters since.
  • 503 funds tracked by Wall St. Rank held Globe Life as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.