NW
GL icon

NewEdge Wealth’s Globe Life GL Stock Holding History

NewEdge Wealth’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
Q1 		$755K Sell
5,423
-692
-11% -$97.7K 0.01% 699
2025
Q4 		$855K Buy
6,115
+2,111
+53% +$286K 0.01% 677
2025
Q3 		$536K Buy
+4,004
New +$543K 0.01% 727

Other funds holding GL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

NewEdge Wealth's GL Position: Q1 2026 in Review

NewEdge Wealth reduced its Globe Life (GL) stake by 11% in Q1 2026, selling an estimated $97.7K and leaving 5,423 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #699.

NewEdge Wealth first reported a position in GL in Q3 2025 and has held it in 3 quarters since. The position peaked at $855K in Q4 2025. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • NewEdge Wealth held 5,423 shares of Globe Life worth $755K as of Q1 2026.
  • NewEdge Wealth sold 692 Globe Life shares in Q1 2026, an estimated $97.7K.
  • Globe Life made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #699 holding.
  • NewEdge Wealth first reported a position in Globe Life in Q3 2025 and has held it in 3 quarters since.
  • NewEdge Wealth's Globe Life position peaked at $855K in Q4 2025.
  • 663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.