PWMG
GL icon

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
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 $5.7T 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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return