Rise Advisors’s Globe Life GL Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-88	Closed	-$12.6K	–	638
2025 Q3	$12.6K	Buy	88 +7	+9%	+$949	﹤0.01%	866
2025 Q2	$10.1K	Hold	81	–	–	﹤0.01%	994
2025 Q1	$10.7K	Buy	+81	New	+$9.91K	﹤0.01%	924

Other funds holding GL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Rise Advisors's GL Position: Q4 2025 in Review

Rise Advisors sold out of Globe Life (GL) in Q4 2025, closing a stake of 88 shares — an estimated $12.6K sold.

Rise Advisors first reported a position in GL in Q1 2025 and held it in 3 quarters. The position peaked at $12.6K in Q3 2025. 682 funds tracked by Wall St. Rank hold GL as of Q4 2025.

Rise Advisors reported no remaining Globe Life position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 88 Globe Life shares in Q4 2025, an estimated $12.6K.
Rise Advisors first reported a position in Globe Life in Q1 2025 and held it in 3 quarters.
Rise Advisors's Globe Life position peaked at $12.6K in Q3 2025.
682 funds tracked by Wall St. Rank held Globe Life as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.