Net Worth Advisory Group’s Globe Life GL Stock Holding History

Net Worth Advisory Group’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 Q3	$1.03M	Sell	6,235 -297	-5%	-$52.3K	0.26%	76
2026 Q2	$1.17M	Sell	6,532 -383	-6%	-$59.9K	0.29%	65
2026 Q1	$962K	Sell	6,915 -318	-4%	-$44.9K	0.2%	100
2025 Q4	$1.01M	Buy	7,233 +960	+15%	+$130K	0.2%	84
2025 Q3	$897K	Sell	6,273 -541	-8%	-$73.3K	0.26%	73
2025 Q2	$847K	Buy	6,814 +549	+9%	+$66.7K	0.19%	103
2025 Q1	$825K	Buy	6,265 +263	+4%	+$32.2K	0.26%	78
2024 Q4	$669K	Sell	6,002 -361	-6%	-$39K	0.2%	113
2024 Q3	$674K	Buy	+6,363	New	+$610K	0.2%	127

Other funds holding GL

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

STA

Smith Thornton Advisors Huntsville, Alabama $229M AUM 13.71% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Net Worth Advisory Group's GL Position: Q3 2026 in Review

Net Worth Advisory Group reduced its Globe Life (GL) stake by 4.5% in Q3 2026, selling an estimated $52.3K and leaving 6,235 shares worth $1.03M. The position accounts for 0.26% of the portfolio, ranked #76.

Net Worth Advisory Group first reported a position in GL in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.17M in Q2 2026. 85 funds tracked by Wall St. Rank hold GL as of Q3 2026.

Net Worth Advisory Group held 6,235 shares of Globe Life worth $1.03M as of Q3 2026.
Net Worth Advisory Group sold 297 Globe Life shares in Q3 2026, an estimated $52.3K.
Globe Life made up 0.26% of Net Worth Advisory Group's portfolio in Q3 2026, its #76 holding.
Net Worth Advisory Group first reported a position in Globe Life in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's Globe Life position peaked at $1.17M in Q2 2026.
85 funds tracked by Wall St. Rank held Globe Life as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.