Pinnacle Wealth Planning Services’s Globe Life GL Stock Holding History

Pinnacle Wealth Planning Services’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	$185K	Sell	1,327 -25	-2%	-$3.53K	0.02%	506
2025 Q4	$189K	Buy	+1,352	New	+$183K	0.02%	486
2025 Q3	–	Sell	-2,135	Closed	-$265K	–	491
2025 Q2	$265K	Sell	2,135 -7	-0.3%	-$850	0.03%	335
2025 Q1	$282K	Sell	2,142 -151	-7%	-$18.5K	0.04%	278
2024 Q4	$256K	Buy	2,293 +88	+4%	+$9.5K	0.04%	295
2024 Q3	$234K	Buy	+2,205	New	+$211K	0.03%	401
2021 Q1	–	Sell	-232	Closed	-$22K	–	986
2020 Q4	$22K	Buy	+232	New	+$20.7K	0.01%	1117

Other funds holding GL

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's GL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Globe Life (GL) stake by 1.8% in Q1 2026, selling an estimated $3.53K and leaving 1,327 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #506.

Pinnacle Wealth Planning Services first reported a position in GL in Q4 2020 and has held it in 7 quarters since. The position peaked at $282K in Q1 2025. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

Pinnacle Wealth Planning Services held 1,327 shares of Globe Life worth $185K as of Q1 2026.
Pinnacle Wealth Planning Services sold 25 Globe Life shares in Q1 2026, an estimated $3.53K.
Globe Life made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #506 holding.
Pinnacle Wealth Planning Services first reported a position in Globe Life in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Globe Life position peaked at $282K in Q1 2025.
663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.