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Mount Yale Investment Advisors’s Globe Life GL Stock Holding History

Mount Yale Investment 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
-88
Closed -$10.9K – 1040
2025
Q2 		$10.9K Buy
+88
New +$10.7K ﹤0.01% 1123
2024
Q3 		– Sell
-3,195
Closed -$263K – 572
2024
Q2 		$263K Sell
3,195
-255
-7% -$21.1K 0.02% 466
2024
Q1 		$401K Buy
+3,450
New +$422K 0.03% 393

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Mount Yale Investment Advisors's GL Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Globe Life (GL) in Q3 2025, closing a stake of 88 shares — an estimated $10.9K sold.

Mount Yale Investment Advisors first reported a position in GL in Q1 2024 and held it in 3 quarters. The position peaked at $401K in Q1 2024. 672 funds tracked by Wall St. Rank hold GL as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Globe Life position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 88 Globe Life shares in Q3 2025, an estimated $10.9K.
  • Mount Yale Investment Advisors first reported a position in Globe Life in Q1 2024 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Globe Life position peaked at $401K in Q1 2024.
  • 672 funds tracked by Wall St. Rank held Globe Life as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.