RWM
GL icon

Rialto Wealth Management’s Globe Life GL Stock Holding History

Rialto Wealth 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 		$2.37K Buy
17
+3
+21% +$424 ﹤0.01% 813
2025
Q4 		$1.96K Buy
14
+2
+17% +$271 ﹤0.01% 751
2025
Q3 		$1.72K Buy
12
+2
+20% +$271 ﹤0.01% 712
2025
Q2 		$1.24K Sell
10
-6
-38% -$728 ﹤0.01% 757
2025
Q1 		$2.11K Buy
+16
New +$1.96K ﹤0.01% 519

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VCM
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VPM
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Invesco
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State Street
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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