Smith Salley Wealth Management’s Globe Life GL Stock Holding History

Smith Salley 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 Q2	$652K	Hold	3,648	–	–	0.03%	183
2026 Q1	$508K	Hold	3,648	–	–	0.03%	184
2025 Q4	$510K	Hold	3,648	–	–	0.03%	185
2025 Q3	$522K	Hold	3,648	–	–	0.03%	180
2025 Q2	$453K	Hold	3,648	–	–	0.03%	179
2025 Q1	$481K	Hold	3,648	–	–	0.03%	173
2024 Q4	$407K	Hold	3,648	–	–	0.03%	185
2024 Q3	$386K	Hold	3,648	–	–	0.03%	194
2024 Q2	$300K	Sell	3,648 -1,560	-30%	-$129K	0.02%	201
2024 Q1	$606K	Sell	5,208 -5	-0.1%	-$612	0.05%	156
2023 Q4	$635K	Hold	5,213	–	–	0.04%	165
2023 Q3	$567K	Hold	5,213	–	–	0.04%	163
2023 Q2	$571K	Buy	5,213 +5	+0.1%	+$537	0.04%	157
2023 Q1	$573K	Hold	5,208	–	–	0.05%	160
2022 Q4	$628K	Hold	5,208	–	–	0.05%	150
2022 Q3	$519K	Buy	+5,208	New	+$522K	0.05%	161

Other funds holding GL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Smith Salley Wealth Management's GL Position: Q2 2026 in Review

Smith Salley Wealth Management held its Globe Life (GL) position steady in Q2 2026 at 3,648 shares worth $652K. The position accounts for 0.03% of the portfolio, ranked #183.

Smith Salley Wealth Management first reported a position in GL in Q3 2022 and has held it in 16 quarters since. 158 funds tracked by Wall St. Rank hold GL as of Q2 2026.

Smith Salley Wealth Management held 3,648 shares of Globe Life worth $652K as of Q2 2026.
Smith Salley Wealth Management left its Globe Life share count unchanged in Q2 2026.
Globe Life made up 0.03% of Smith Salley Wealth Management's portfolio in Q2 2026, its #183 holding.
Smith Salley Wealth Management first reported a position in Globe Life in Q3 2022 and has held it in 16 quarters since.
158 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.