KFP
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Keener Financial Planning’s Globe Life GL Stock Holding History

Keener Financial Planning’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
2025
Q4 		– Sell
-418
Closed -$59K – 107
2025
Q3 		$59K Hold
418
– – 0.03% 95
2025
Q2 		$51K Hold
418
– – 0.03% 104
2025
Q1 		$55K Hold
418
– – 0.04% 76
2024
Q4 		$46K Hold
418
– – 0.03% 95
2024
Q3 		$44K Hold
418
– – 0.03% 90
2024
Q2 		$34K Hold
418
– – 0.02% 103
2024
Q1 		$49K Buy
+418
New +$51.1K 0.03% 98

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Keener Financial Planning's GL Position: Q4 2025 in Review

Keener Financial Planning sold out of Globe Life (GL) in Q4 2025, closing a stake of 418 shares — an estimated $59K sold.

Keener Financial Planning first reported a position in GL in Q1 2024 and held it in 7 quarters. The position peaked at $59K in Q3 2025. 682 funds tracked by Wall St. Rank hold GL as of Q4 2025.

  • Keener Financial Planning reported no remaining Globe Life position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 418 Globe Life shares in Q4 2025, an estimated $59K.
  • Keener Financial Planning first reported a position in Globe Life in Q1 2024 and held it in 7 quarters.
  • Keener Financial Planning's Globe Life position peaked at $59K in Q3 2025.
  • 682 funds tracked by Wall St. Rank held Globe Life as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.