Orion Portfolio Solutions’s Globe Life GL Stock Holding History

Orion Portfolio Solutions’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 Q1	$289K	Sell	2,197 -29	-1%	-$3.55K	﹤0.01%	1647
2024 Q4	$248K	Sell	2,226 -313	-12%	-$33.8K	﹤0.01%	1648
2024 Q3	$269K	Sell	2,539 -586	-19%	-$56.2K	﹤0.01%	1568
2024 Q2	$257K	Sell	3,125 -2,407	-44%	-$199K	﹤0.01%	1524
2024 Q1	$644K	Hold	5,532	–	–	0.01%	1171
2023 Q4	$670K	Sell	5,532 -6	-0.1%	-$705	0.01%	1097
2023 Q3	$602K	Buy	+5,538	New	+$618K	0.01%	1137
2023 Q2	–	Sell	-5,973	Closed	-$657K	–	1644
2023 Q1	$657K	Buy	+5,973	New	+$701K	0.01%	1041
2020 Q3	–	Sell	-21	Closed	-$2K	–	1052
2020 Q2	$2K	Buy	21 +12	+133%	+$911	﹤0.01%	1765
2020 Q1	$1K	Sell	9 -110	-92%	-$10.4K	﹤0.01%	1718
2019 Q4	$13K	Buy	+119	New	+$11.9K	﹤0.01%	912

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Orion Portfolio Solutions's GL Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Globe Life (GL) stake by 1.3% in Q1 2025, selling an estimated $3.55K and leaving 2,197 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

Orion Portfolio Solutions first reported a position in GL in Q4 2019 and has held it in 11 quarters since. The position peaked at $670K in Q4 2023. 608 funds tracked by Wall St. Rank hold GL as of Q1 2025.

Orion Portfolio Solutions held 2,197 shares of Globe Life worth $289K as of Q1 2025.
Orion Portfolio Solutions sold 29 Globe Life shares in Q1 2025, an estimated $3.55K.
Globe Life made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1647 holding.
Orion Portfolio Solutions first reported a position in Globe Life in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's Globe Life position peaked at $670K in Q4 2023.
608 funds tracked by Wall St. Rank held Globe Life as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.