NewSquare Capital’s Globe Life GL Stock Holding History

NewSquare Capital’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
2025 Q3	–	Sell	-7	Closed	-$870	–	595
2025 Q2	$870	Buy	7 +2	+40%	+$243	﹤0.01%	1069
2025 Q1	$659	Buy	+5	New	+$612	﹤0.01%	979

Other funds holding GL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

NewSquare Capital's GL Position: Q3 2025 in Review

NewSquare Capital sold out of Globe Life (GL) in Q3 2025, closing a stake of 7 shares — an estimated $870 sold.

NewSquare Capital first reported a position in GL in Q1 2025 and held it in 2 quarters. The position peaked at $870 in Q2 2025. 673 funds tracked by Wall St. Rank hold GL as of Q3 2025.

NewSquare Capital reported no remaining Globe Life position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 7 Globe Life shares in Q3 2025, an estimated $870.
NewSquare Capital first reported a position in Globe Life in Q1 2025 and held it in 2 quarters.
NewSquare Capital's Globe Life position peaked at $870 in Q2 2025.
673 funds tracked by Wall St. Rank held Globe Life as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.