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Mowery & Schoenfeld Wealth Management’s Globe Life GL Stock Holding History

Mowery & Schoenfeld 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 		$2.15K Hold
12
– – ﹤0.01% 326
2026
Q1 		$1.67K Hold
12
– – ﹤0.01% 325
2025
Q4 		$1.68K Hold
12
– – ﹤0.01% 405
2025
Q3 		$1.72K Hold
12
– – ﹤0.01% 337
2025
Q2 		$1.5K Hold
12
– – ﹤0.01% 343
2025
Q1 		$1.58K Sell
12
-2
-14% -$245 ﹤0.01% 394
2024
Q4 		$1.56K Buy
+14
New +$1.51K ﹤0.01% 418

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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's GL Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Globe Life (GL) position steady in Q2 2026 at 12 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Mowery & Schoenfeld Wealth Management first reported a position in GL in Q4 2024 and has held it in 7 quarters since. 703 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 12 shares of Globe Life worth $2.15K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Globe Life share count unchanged in Q2 2026.
  • Globe Life made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #326 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Globe Life in Q4 2024 and has held it in 7 quarters since.
  • 703 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.