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

Modern 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 		$237K Buy
+1,324
New +$207K ﹤0.01% 970

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

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

Modern Wealth Management opened a new position in Globe Life (GL) in Q2 2026: 1,324 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #970 among its holdings.

698 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Modern Wealth Management held 1,324 shares of Globe Life worth $237K as of Q2 2026.
  • Globe Life was a new Modern Wealth Management position in Q2 2026.
  • Globe Life made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #970 holding.
  • 698 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

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