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NEOS Investment Management’s Globe Life GL Stock Holding History

NEOS Investment 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 		$2.2M Buy
12,335
+1,512
+14% +$237K 0.01% 502
2026
Q1 		$1.51M Buy
10,823
+8,572
+381% +$1.21M 0.01% 526
2025
Q4 		$315K Buy
2,251
+15
+0.7% +$2.03K ﹤0.01% 636
2025
Q3 		$320K Buy
+2,236
New +$303K ﹤0.01% 606

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

NEOS Investment Management's GL Position: Q2 2026 in Review

NEOS Investment Management increased its Globe Life (GL) stake by 14% in Q2 2026, buying an estimated $237K and bringing the position to 12,335 shares worth $2.2M. The position accounts for 0.01% of the portfolio, ranked #502.

NEOS Investment Management first reported a position in GL in Q3 2025 and has held it in 4 quarters since. 696 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • NEOS Investment Management held 12,335 shares of Globe Life worth $2.2M as of Q2 2026.
  • NEOS Investment Management bought 1,512 Globe Life shares in Q2 2026, an estimated $237K.
  • Globe Life made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #502 holding.
  • NEOS Investment Management first reported a position in Globe Life in Q3 2025 and has held it in 4 quarters since.
  • 696 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.