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Monument Group Wealth Advisors’s Globe Life GL Stock Holding History

Monument Group Wealth Advisors’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
-1,752
Closed -$218K – 50
2025
Q2 		$218K Hold
1,752
– – 0.14% 52
2025
Q1 		$231K Buy
+1,752
New +$214K 0.16% 45
2024
Q2 		– Sell
-1,752
Closed -$204K – 49
2024
Q1 		$204K Sell
1,752
-1,753
-50% -$215K 0.15% 47
2023
Q4 		$427K Buy
+3,505
New +$412K 0.36% 20

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 $3.37T AUM 44.26% 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

Monument Group Wealth Advisors's GL Position: Q3 2025 in Review

Monument Group Wealth Advisors sold out of Globe Life (GL) in Q3 2025, closing a stake of 1,752 shares — an estimated $218K sold.

Monument Group Wealth Advisors first reported a position in GL in Q4 2023 and held it in 4 quarters. The position peaked at $427K in Q4 2023. 674 funds tracked by Wall St. Rank hold GL as of Q3 2025.

  • Monument Group Wealth Advisors reported no remaining Globe Life position as of Q3 2025 after selling out during the quarter.
  • Monument Group Wealth Advisors sold 1,752 Globe Life shares in Q3 2025, an estimated $218K.
  • Monument Group Wealth Advisors first reported a position in Globe Life in Q4 2023 and held it in 4 quarters.
  • Monument Group Wealth Advisors's Globe Life position peaked at $427K in Q4 2023.
  • 674 funds tracked by Wall St. Rank held Globe Life as of Q3 2025.

Based on Monument Group Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.