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 Q3	$11.8K	Hold	71	–	–	﹤0.01%	585
2026 Q2	$12.7K	Hold	71	–	–	﹤0.01%	517
2026 Q1	$9.9K	Hold	71	–	–	﹤0.01%	521
2025 Q4	$9.9K	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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Smith Thornton Advisors Huntsville, Alabama $229M AUM 13.71% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Private Wealth Management Group's GL Position: Q3 2026 in Review

Private Wealth Management Group held its Globe Life (GL) position steady in Q3 2026 at 71 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Private Wealth Management Group first reported a position in GL in Q4 2023 and has held it in 12 quarters since. The position peaked at $26.9K in Q4 2023. 130 funds tracked by Wall St. Rank hold GL as of Q3 2026.

Private Wealth Management Group held 71 shares of Globe Life worth $11.8K as of Q3 2026.
Private Wealth Management Group left its Globe Life share count unchanged in Q3 2026.
Globe Life made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #585 holding.
Private Wealth Management Group first reported a position in Globe Life in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Globe Life position peaked at $26.9K in Q4 2023.
130 funds tracked by Wall St. Rank held Globe Life as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.