MWM
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Magnolia Wealth Management’s Globe Life GL Stock Holding History

Magnolia 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 		– Sell
-246
Closed -$34.2K – 92
2026
Q1 		$34.2K Buy
+246
New +$34.7K 0.02% 76

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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

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

Magnolia Wealth Management sold out of Globe Life (GL) in Q2 2026, closing a stake of 246 shares — an estimated $34.2K sold.

Magnolia Wealth Management first reported a position in GL in Q1 2026 and held it in 1 quarter. The position peaked at $34.2K in Q1 2026. 696 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Magnolia Wealth Management reported no remaining Globe Life position as of Q2 2026 after selling out during the quarter.
  • Magnolia Wealth Management sold 246 Globe Life shares in Q2 2026, an estimated $34.2K.
  • Magnolia Wealth Management first reported a position in Globe Life in Q1 2026 and held it in 1 quarter.
  • Magnolia Wealth Management's Globe Life position peaked at $34.2K in Q1 2026.
  • 696 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

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