JSW
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Journey Strategic Wealth’s Globe Life GL Stock Holding History

Journey Strategic Wealth’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 		$348K Buy
2,501
+478
+24% +$67.5K 0.01% 474
2025
Q4 		$283K Sell
2,023
-80
-4% -$10.8K 0.01% 533
2025
Q3 		$301K Buy
2,103
+101
+5% +$13.7K 0.01% 476
2025
Q2 		$249K Buy
+2,002
New +$243K 0.01% 511

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

Journey Strategic Wealth's GL Position: Q1 2026 in Review

Journey Strategic Wealth increased its Globe Life (GL) stake by 24% in Q1 2026, buying an estimated $67.5K and bringing the position to 2,501 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #474.

Journey Strategic Wealth first reported a position in GL in Q2 2025 and has held it in 4 quarters since. 664 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • Journey Strategic Wealth held 2,501 shares of Globe Life worth $348K as of Q1 2026.
  • Journey Strategic Wealth bought 478 Globe Life shares in Q1 2026, an estimated $67.5K.
  • Globe Life made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #474 holding.
  • Journey Strategic Wealth first reported a position in Globe Life in Q2 2025 and has held it in 4 quarters since.
  • 664 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.