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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
Q2 		$378K Buy
2,114
+787
+59% +$123K 0.04% 293
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
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

Pinnacle Wealth Planning Services's GL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Globe Life (GL) stake by 59% in Q2 2026, buying an estimated $123K and bringing the position to 2,114 shares worth $378K. The position accounts for 0.04% of the portfolio, ranked #293.

Pinnacle Wealth Planning Services first reported a position in GL in Q4 2020 and has held it in 8 quarters since. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,114 shares of Globe Life worth $378K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 787 Globe Life shares in Q2 2026, an estimated $123K.
  • Globe Life made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #293 holding.
  • Pinnacle Wealth Planning Services first reported a position in Globe Life in Q4 2020 and has held it in 8 quarters since.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.