Larson Financial Group’s Globe Life GL Stock Holding History

Larson Financial Group’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	$50K	Buy	360 +311	+635%	+$43.9K	﹤0.01%	1351
2025 Q4	$6.89K	Buy	49 +16	+48%	+$2.17K	﹤0.01%	2322
2025 Q3	$4.74K	Hold	33	–	–	﹤0.01%	2373
2025 Q2	$4.12K	Sell	33 -22	-40%	-$2.67K	﹤0.01%	2153
2025 Q1	$7.25K	Buy	55 +22	+67%	+$2.69K	﹤0.01%	1757
2024 Q4	$3.68K	Sell	33 -104	-76%	-$11.2K	﹤0.01%	1737
2024 Q3	$14.5K	Buy	+137	New	+$13.1K	﹤0.01%	1332
2022 Q2	–	Sell	-191	Closed	-$19K	–	1230
2022 Q1	$19K	Buy	+191	New	+$19.4K	﹤0.01%	536
2021 Q2	–	Sell	-111	Closed	-$11K	–	863
2021 Q1	$11K	Buy	+111	New	+$10.6K	﹤0.01%	521
2019 Q3	–	Sell	-75	Closed	-$7K	–	572
2019 Q2	$7K	Buy	+75	New	+$6.54K	0.01%	280

Other funds holding GL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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