SWM
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SHP Wealth Management’s Globe Life GL Stock Holding History

SHP 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 		$557 Buy
+4
New +$565 ﹤0.01% 1602

Other funds holding GL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's GL Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Globe Life (GL) in Q1 2026: 4 shares worth $557. The stake represents ﹤0.01% of the portfolio and ranks #1602 among its holdings.

665 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • SHP Wealth Management held 4 shares of Globe Life worth $557 as of Q1 2026.
  • Globe Life was a new SHP Wealth Management position in Q1 2026.
  • Globe Life made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1602 holding.
  • 665 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.