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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
Q2 		$350K Buy
1,960
+119
+6% +$18.6K 0.01% 631
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sagespring Wealth Partners's GL Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Globe Life (GL) stake by 6.5% in Q2 2026, buying an estimated $18.6K and bringing the position to 1,960 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #631.

Sagespring Wealth Partners first reported a position in GL in Q1 2025 and has held it in 6 quarters since. 702 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Sagespring Wealth Partners held 1,960 shares of Globe Life worth $350K as of Q2 2026.
  • Sagespring Wealth Partners bought 119 Globe Life shares in Q2 2026, an estimated $18.6K.
  • Globe Life made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #631 holding.
  • Sagespring Wealth Partners first reported a position in Globe Life in Q1 2025 and has held it in 6 quarters since.
  • 702 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.