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Principia Wealth Advisory’s Globe Life GL Stock Holding History

Principia Wealth Advisory’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 		$1.61K Hold
9
– – ﹤0.01% 648
2026
Q1 		$1.25K Buy
9
+1
+13% +$141 ﹤0.01% 643
2025
Q4 		$1.12K Hold
8
– – ﹤0.01% 635
2025
Q3 		$1.14K Hold
8
– – ﹤0.01% 600
2025
Q2 		$994 Buy
8
+3
+60% +$364 ﹤0.01% 575
2025
Q1 		$613 Hold
5
– – ﹤0.01% 521
2024
Q4 		$558 Buy
+5
New +$540 ﹤0.01% 512

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

Principia Wealth Advisory's GL Position: Q2 2026 in Review

Principia Wealth Advisory held its Globe Life (GL) position steady in Q2 2026 at 9 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Principia Wealth Advisory 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.

  • Principia Wealth Advisory held 9 shares of Globe Life worth $1.61K as of Q2 2026.
  • Principia Wealth Advisory left its Globe Life share count unchanged in Q2 2026.
  • Globe Life made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #648 holding.
  • Principia Wealth Advisory 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 Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.