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

Private Wealth Management Group’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 		$12.7K Hold
71
– – ﹤0.01% 517
2026
Q1 		$9.88K Hold
71
– – ﹤0.01% 521
2025
Q4 		$9.93K Sell
71
-12
-14% -$1.63K ﹤0.01% 515
2025
Q3 		$11.9K Hold
83
– – ﹤0.01% 462
2025
Q2 		$10.3K Hold
83
– – ﹤0.01% 477
2025
Q1 		$10.9K Hold
83
– – ﹤0.01% 439
2024
Q4 		$9.26K Hold
83
– – ﹤0.01% 499
2024
Q3 		$8.79K Hold
83
– – ﹤0.01% 494
2024
Q2 		$6.83K Sell
83
-138
-62% -$11.4K ﹤0.01% 589
2024
Q1 		$25.7K Hold
221
– – 0.01% 231
2023
Q4 		$26.9K Buy
+221
New +$26K 0.01% 228

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

Private Wealth Management Group's GL Position: Q2 2026 in Review

Private Wealth Management Group held its Globe Life (GL) position steady in Q2 2026 at 71 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Private Wealth Management Group first reported a position in GL in Q4 2023 and has held it in 11 quarters since. The position peaked at $26.9K in Q4 2023. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Private Wealth Management Group held 71 shares of Globe Life worth $12.7K as of Q2 2026.
  • Private Wealth Management Group left its Globe Life share count unchanged in Q2 2026.
  • Globe Life made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #517 holding.
  • Private Wealth Management Group first reported a position in Globe Life in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Globe Life position peaked at $26.9K in Q4 2023.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.