Sage Mountain Advisors’s Globe Life GL Stock Holding History

Sage Mountain 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	-2,135	Closed	-$305K	–	581
2025 Q3	$305K	Buy	+2,135	New	+$289K	0.02%	364

Other funds holding GL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sage Mountain Advisors's GL Position: Q4 2025 in Review

Sage Mountain Advisors sold out of Globe Life (GL) in Q4 2025, closing a stake of 2,135 shares — an estimated $305K sold.

Sage Mountain Advisors first reported a position in GL in Q3 2025 and held it in 1 quarter. The position peaked at $305K in Q3 2025. 680 funds tracked by Wall St. Rank hold GL as of Q4 2025.

Sage Mountain Advisors reported no remaining Globe Life position as of Q4 2025 after selling out during the quarter.
Sage Mountain Advisors sold 2,135 Globe Life shares in Q4 2025, an estimated $305K.
Sage Mountain Advisors first reported a position in Globe Life in Q3 2025 and held it in 1 quarter.
Sage Mountain Advisors's Globe Life position peaked at $305K in Q3 2025.
680 funds tracked by Wall St. Rank held Globe Life as of Q4 2025.

Based on Sage Mountain Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.