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SteelPeak Wealth’s Globe Life GL Stock Holding History

SteelPeak Wealth’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 		$3.68M Sell
20,572
-5,497
-21% -$860K 0.1% 157
2026
Q1 		$3.63M Buy
26,069
+6,736
+35% +$951K 0.11% 146
2025
Q4 		$2.7M Sell
19,333
-1,547
-7% -$210K 0.09% 163
2025
Q3 		$2.99M Buy
+20,880
New +$2.83M 0.1% 159

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

SteelPeak Wealth's GL Position: Q2 2026 in Review

SteelPeak Wealth reduced its Globe Life (GL) stake by 21% in Q2 2026, selling an estimated $860K and leaving 20,572 shares worth $3.68M. The position accounts for 0.1% of the portfolio, ranked #157.

SteelPeak Wealth first reported a position in GL in Q3 2025 and has held it in 4 quarters since. 696 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • SteelPeak Wealth held 20,572 shares of Globe Life worth $3.68M as of Q2 2026.
  • SteelPeak Wealth sold 5,497 Globe Life shares in Q2 2026, an estimated $860K.
  • Globe Life made up 0.1% of SteelPeak Wealth's portfolio in Q2 2026, its #157 holding.
  • SteelPeak Wealth first reported a position in Globe Life in Q3 2025 and has held it in 4 quarters since.
  • 696 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.