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Kingsview Wealth Management’s Globe Life GL Stock Holding History

Kingsview 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
2025
Q3 		– Sell
-24,355
Closed -$3.03M – 1238
2025
Q2 		$3.03M Buy
24,355
+3,030
+14% +$368K 0.05% 350
2025
Q1 		$2.81M Buy
+21,325
New +$2.61M 0.05% 316
2023
Q1 		– Sell
-1,762
Closed -$212K – 911
2022
Q4 		$212K Buy
+1,762
New +$202K 0.01% 772

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Kingsview Wealth Management's GL Position: Q3 2025 in Review

Kingsview Wealth Management sold out of Globe Life (GL) in Q3 2025, closing a stake of 24,355 shares — an estimated $3.03M sold.

Kingsview Wealth Management first reported a position in GL in Q4 2022 and held it in 3 quarters. The position peaked at $3.03M in Q2 2025. 673 funds tracked by Wall St. Rank hold GL as of Q3 2025.

  • Kingsview Wealth Management reported no remaining Globe Life position as of Q3 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 24,355 Globe Life shares in Q3 2025, an estimated $3.03M.
  • Kingsview Wealth Management first reported a position in Globe Life in Q4 2022 and held it in 3 quarters.
  • Kingsview Wealth Management's Globe Life position peaked at $3.03M in Q2 2025.
  • 673 funds tracked by Wall St. Rank held Globe Life as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.