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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Perigon Wealth Management's GL Position: Q1 2026 in Review

Perigon Wealth Management reduced its Globe Life (GL) stake by 5.9% in Q1 2026, selling an estimated $26.8K and leaving 3,036 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #880.

Perigon Wealth Management first reported a position in GL in Q4 2020 and has held it in 15 quarters since. The position peaked at $475K in Q3 2025. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • Perigon Wealth Management held 3,036 shares of Globe Life worth $423K as of Q1 2026.
  • Perigon Wealth Management sold 190 Globe Life shares in Q1 2026, an estimated $26.8K.
  • Globe Life made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #880 holding.
  • Perigon Wealth Management first reported a position in Globe Life in Q4 2020 and has held it in 15 quarters since.
  • Perigon Wealth Management's Globe Life position peaked at $475K in Q3 2025.
  • 663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.