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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
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

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

Perigon Wealth Management's GL Position: Q2 2026 in Review

Perigon Wealth Management reduced its Globe Life (GL) stake by 7.2% in Q2 2026, selling an estimated $34.4K and leaving 2,816 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #897.

Perigon Wealth Management first reported a position in GL in Q4 2020 and has held it in 16 quarters since. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Perigon Wealth Management held 2,816 shares of Globe Life worth $503K as of Q2 2026.
  • Perigon Wealth Management sold 220 Globe Life shares in Q2 2026, an estimated $34.4K.
  • Globe Life made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #897 holding.
  • Perigon Wealth Management first reported a position in Globe Life in Q4 2020 and has held it in 16 quarters since.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.