New Wave Wealth Advisors
GL icon

New Wave Wealth Advisors’s Globe Life GL Stock Holding History

New Wave 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
2026
Q3 		$260K Sell
1,564
-1,110
-42% -$196K 0.07% 191
2026
Q2 		$478K Buy
2,674
+364
+16% +$57K 0.13% 136
2026
Q1 		$321K Buy
2,310
+79
+4% +$11.2K 0.11% 130
2025
Q4 		$312K Buy
2,231
+125
+6% +$16.9K 0.11% 129
2025
Q3 		$301K Sell
2,106
-32
-1% -$4.34K 0.12% 124
2025
Q2 		$266K Sell
2,138
-5
-0.2% -$607 0.11% 103
2025
Q1 		$282K Sell
2,143
-541
-20% -$66.2K 0.13% 101
2024
Q4 		$299K Sell
2,684
-16
-0.6% -$1.73K 0.12% 104
2024
Q3 		$286K Buy
+2,700
New +$259K 0.13% 110

Other funds holding GL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

New Wave Wealth Advisors's GL Position: Q3 2026 in Review

New Wave Wealth Advisors reduced its Globe Life (GL) stake by 42% in Q3 2026, selling an estimated $196K and leaving 1,564 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #191.

New Wave Wealth Advisors first reported a position in GL in Q3 2024 and has held it in 9 quarters since. The position peaked at $478K in Q2 2026. 576 funds tracked by Wall St. Rank hold GL as of Q3 2026.

  • New Wave Wealth Advisors held 1,564 shares of Globe Life worth $260K as of Q3 2026.
  • New Wave Wealth Advisors sold 1,110 Globe Life shares in Q3 2026, an estimated $196K.
  • Globe Life made up 0.07% of New Wave Wealth Advisors's portfolio in Q3 2026, its #191 holding.
  • New Wave Wealth Advisors first reported a position in Globe Life in Q3 2024 and has held it in 9 quarters since.
  • New Wave Wealth Advisors's Globe Life position peaked at $478K in Q2 2026.
  • 576 funds tracked by Wall St. Rank held Globe Life as of Q3 2026.

Based on New Wave Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.