NWWA
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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

New Wave Wealth Advisors's GL Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Globe Life (GL) stake by 16% in Q2 2026, buying an estimated $57K and bringing the position to 2,674 shares worth $478K. The position accounts for 0.13% of the portfolio, ranked #136.

New Wave Wealth Advisors first reported a position in GL in Q3 2024 and has held it in 8 quarters since. 210 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • New Wave Wealth Advisors held 2,674 shares of Globe Life worth $478K as of Q2 2026.
  • New Wave Wealth Advisors bought 364 Globe Life shares in Q2 2026, an estimated $57K.
  • Globe Life made up 0.13% of New Wave Wealth Advisors's portfolio in Q2 2026, its #136 holding.
  • New Wave Wealth Advisors first reported a position in Globe Life in Q3 2024 and has held it in 8 quarters since.
  • 210 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.