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ORG Wealth Partners’s Globe Life GL Stock Holding History

ORG Wealth Partners’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 		$387K Buy
2,166
+574
+36% +$89.8K 0.06% 170
2026
Q1 		$222K Buy
1,592
+456
+40% +$64.4K 0.04% 213
2025
Q4 		$159K Sell
1,136
-71
-6% -$9.62K 0.04% 235
2025
Q3 		$173K Buy
1,207
+636
+111% +$86.2K 0.04% 220
2025
Q2 		$71.3K Buy
+571
New +$69.3K 0.02% 296

Other funds holding GL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

ORG Wealth Partners's GL Position: Q2 2026 in Review

ORG Wealth Partners increased its Globe Life (GL) stake by 36% in Q2 2026, buying an estimated $89.8K and bringing the position to 2,166 shares worth $387K. The position accounts for 0.06% of the portfolio, ranked #170.

ORG Wealth Partners first reported a position in GL in Q2 2025 and has held it in 5 quarters since. 698 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • ORG Wealth Partners held 2,166 shares of Globe Life worth $387K as of Q2 2026.
  • ORG Wealth Partners bought 574 Globe Life shares in Q2 2026, an estimated $89.8K.
  • Globe Life made up 0.06% of ORG Wealth Partners's portfolio in Q2 2026, its #170 holding.
  • ORG Wealth Partners first reported a position in Globe Life in Q2 2025 and has held it in 5 quarters since.
  • 698 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.