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 Q3	$607K	Buy	3,663 +15	+0.4%	+$2.64K	0.03%	193
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

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Smith Salley Wealth Management's GL Position: Q3 2026 in Review

Smith Salley Wealth Management increased its Globe Life (GL) stake by 0.41% in Q3 2026, buying an estimated $2.64K and bringing the position to 3,663 shares worth $607K. The position accounts for 0.03% of the portfolio, ranked #193.

Smith Salley Wealth Management first reported a position in GL in Q3 2022 and has held it in 17 quarters since. The position peaked at $652K in Q2 2026. 403 funds tracked by Wall St. Rank hold GL as of Q3 2026.

Smith Salley Wealth Management held 3,663 shares of Globe Life worth $607K as of Q3 2026.
Smith Salley Wealth Management bought 15 Globe Life shares in Q3 2026, an estimated $2.64K.
Globe Life made up 0.03% of Smith Salley Wealth Management's portfolio in Q3 2026, its #193 holding.
Smith Salley Wealth Management first reported a position in Globe Life in Q3 2022 and has held it in 17 quarters since.
Smith Salley Wealth Management's Globe Life position peaked at $652K in Q2 2026.
403 funds tracked by Wall St. Rank held Globe Life as of Q3 2026.

Based on Smith Salley Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.