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Private Wealth Asset Management’s Globe Life GL Stock Holding History

Private Wealth Asset 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 		– Sell
-3
Closed -$420 – 1020
2025
Q4 		$420 Hold
3
– – ﹤0.01% 901
2025
Q3 		$429 Hold
3
– – ﹤0.01% 889
2025
Q2 		$373 Hold
3
– – ﹤0.01% 892
2025
Q1 		$395 Buy
+3
New +$367 ﹤0.01% 1011

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Private Wealth Asset Management's GL Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Globe Life (GL) in Q1 2026, closing a stake of 3 shares — an estimated $420 sold.

Private Wealth Asset Management first reported a position in GL in Q1 2025 and held it in 4 quarters. The position peaked at $429 in Q3 2025. 669 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Globe Life position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 3 Globe Life shares in Q1 2026, an estimated $420.
  • Private Wealth Asset Management first reported a position in Globe Life in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Globe Life position peaked at $429 in Q3 2025.
  • 669 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.