JWM
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JPL Wealth Management’s Globe Life GL Stock Holding History

JPL 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
2026
Q2 		$6.25K Buy
35
+3
+9% +$470 ﹤0.01% 713
2026
Q1 		$4.45K Buy
+32
New +$4.52K ﹤0.01% 727
2025
Q4 		– Sell
-127
Closed -$18.2K – 513
2025
Q3 		$18.2K Buy
+127
New +$17.2K ﹤0.01% 426

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

JPL Wealth Management's GL Position: Q2 2026 in Review

JPL Wealth Management increased its Globe Life (GL) stake by 9.4% in Q2 2026, buying an estimated $470 and bringing the position to 35 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

JPL Wealth Management first reported a position in GL in Q3 2025 and has held it in 3 quarters since. The position peaked at $18.2K in Q3 2025. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • JPL Wealth Management held 35 shares of Globe Life worth $6.25K as of Q2 2026.
  • JPL Wealth Management bought 3 Globe Life shares in Q2 2026, an estimated $470.
  • Globe Life made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #713 holding.
  • JPL Wealth Management first reported a position in Globe Life in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Globe Life position peaked at $18.2K in Q3 2025.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.