Physician Wealth Advisors’s Globe Life GL Stock Holding History

Physician Wealth Advisors’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	$4.83K	Buy	27 +3	+13%	+$470	﹤0.01%	1118
2026 Q1	$3.34K	Buy	24 +11	+85%	+$1.55K	﹤0.01%	1136
2025 Q4	$1.82K	Hold	13	–	–	﹤0.01%	1331
2025 Q3	$1.86K	Buy	13 +9	+225%	+$1.22K	﹤0.01%	1262
2025 Q2	$498	Sell	4 -8	-67%	-$971	﹤0.01%	1713
2025 Q1	$1.58K	Hold	12	–	–	﹤0.01%	923
2024 Q4	$1.34K	Buy	+12	New	+$1.29K	﹤0.01%	895

Other funds holding GL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Physician Wealth Advisors's GL Position: Q2 2026 in Review

Physician Wealth Advisors increased its Globe Life (GL) stake by 13% in Q2 2026, buying an estimated $470 and bringing the position to 27 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Physician Wealth Advisors first reported a position in GL in Q4 2024 and has held it in 7 quarters since. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

Physician Wealth Advisors held 27 shares of Globe Life worth $4.83K as of Q2 2026.
Physician Wealth Advisors bought 3 Globe Life shares in Q2 2026, an estimated $470.
Globe Life made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1118 holding.
Physician Wealth Advisors first reported a position in Globe Life in Q4 2024 and has held it in 7 quarters since.
701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.