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Sagespring Wealth Partners’s Globe Life GL Stock Holding History

Sagespring Wealth Partners’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 		$256K Buy
1,841
+22
+1% +$3.11K ﹤0.01% 710
2025
Q4 		$254K Sell
1,819
-105
-5% -$14.2K ﹤0.01% 679
2025
Q3 		$275K Sell
1,924
-18
-0.9% -$2.44K 0.01% 630
2025
Q2 		$241K Buy
1,942
+117
+6% +$14.2K 0.01% 643
2025
Q1 		$240K Buy
+1,825
New +$223K 0.01% 585

Other funds holding GL

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

Sagespring Wealth Partners's GL Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Globe Life (GL) stake by 1.2% in Q1 2026, buying an estimated $3.11K and bringing the position to 1,841 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Sagespring Wealth Partners first reported a position in GL in Q1 2025 and has held it in 5 quarters since. The position peaked at $275K in Q3 2025. 664 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • Sagespring Wealth Partners held 1,841 shares of Globe Life worth $256K as of Q1 2026.
  • Sagespring Wealth Partners bought 22 Globe Life shares in Q1 2026, an estimated $3.11K.
  • Globe Life made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #710 holding.
  • Sagespring Wealth Partners first reported a position in Globe Life in Q1 2025 and has held it in 5 quarters since.
  • Sagespring Wealth Partners's Globe Life position peaked at $275K in Q3 2025.
  • 664 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.