Perigon Wealth Management
GL icon

Perigon Wealth Management’s Globe Life GL Stock Holding History

Perigon Wealth Management’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
Q3 		$427K Sell
2,579
-237
-8% -$41.8K 0.01% 975
2026
Q2 		$503K Sell
2,816
-220
-7% -$34.4K 0.01% 897
2026
Q1 		$423K Sell
3,036
-190
-6% -$26.8K 0.01% 880
2025
Q4 		$451K Sell
3,226
-97
-3% -$13.1K 0.01% 846
2025
Q3 		$475K Buy
3,323
+492
+17% +$66.7K 0.01% 763
2025
Q2 		$352K Sell
2,831
-105
-4% -$12.7K 0.01% 793
2025
Q1 		$387K Sell
2,936
-9
-0.3% -$1.1K 0.01% 716
2024
Q4 		$345K Sell
2,945
-118
-4% -$12.7K 0.01% 768
2024
Q3 		$324K Sell
3,063
-230
-7% -$22.1K 0.01% 757
2024
Q2 		$271K Buy
3,293
+674
+26% +$55.8K 0.01% 725
2024
Q1 		$305K Buy
2,619
+184
+8% +$22.5K 0.01% 679
2023
Q4 		$296K Buy
2,435
+8
+0.3% +$940 0.01% 661
2023
Q3 		$264K Buy
2,427
+17
+0.7% +$1.9K 0.01% 639
2023
Q2 		$264K Sell
2,410
-103
-4% -$11.1K 0.01% 651
2023
Q1 		$276K Sell
2,513
-345
-12% -$40.5K 0.02% 567
2022
Q4 		$345K Buy
+2,858
New +$327K 0.02% 490
2021
Q1 		– Sell
-305
Closed -$29K – 708
2020
Q4 		$29K Buy
+305
New +$27.2K ﹤0.01% 907

Other funds holding GL

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Perigon Wealth Management's GL Position: Q3 2026 in Review

Perigon Wealth Management reduced its Globe Life (GL) stake by 8.4% in Q3 2026, selling an estimated $41.8K and leaving 2,579 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #975.

Perigon Wealth Management first reported a position in GL in Q4 2020 and has held it in 17 quarters since. The position peaked at $503K in Q2 2026. 189 funds tracked by Wall St. Rank hold GL as of Q3 2026.

  • Perigon Wealth Management held 2,579 shares of Globe Life worth $427K as of Q3 2026.
  • Perigon Wealth Management sold 237 Globe Life shares in Q3 2026, an estimated $41.8K.
  • Globe Life made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #975 holding.
  • Perigon Wealth Management first reported a position in Globe Life in Q4 2020 and has held it in 17 quarters since.
  • Perigon Wealth Management's Globe Life position peaked at $503K in Q2 2026.
  • 189 funds tracked by Wall St. Rank held Globe Life as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.