Stephens Consulting’s Globe Life GL Stock Holding History

Stephens Consulting’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
2025 Q3	–	Sell	-5	Closed	-$622	–	701
2025 Q2	$622	Buy	+5	New	+$607	﹤0.01%	846
2022 Q1	–	Sell	-29	Closed	-$2.72K	–	625
2021 Q4	$2.72K	Buy	+29	New	+$2.68K	﹤0.01%	576

Other funds holding GL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Stephens Consulting's GL Position: Q3 2025 in Review

Stephens Consulting sold out of Globe Life (GL) in Q3 2025, closing a stake of 5 shares — an estimated $622 sold.

Stephens Consulting first reported a position in GL in Q4 2021 and held it in 2 quarters. The position peaked at $2.72K in Q4 2021. 672 funds tracked by Wall St. Rank hold GL as of Q3 2025.

Stephens Consulting reported no remaining Globe Life position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 5 Globe Life shares in Q3 2025, an estimated $622.
Stephens Consulting first reported a position in Globe Life in Q4 2021 and held it in 2 quarters.
Stephens Consulting's Globe Life position peaked at $2.72K in Q4 2021.
672 funds tracked by Wall St. Rank held Globe Life as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.