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Strategic Family Wealth Counselors’s Globe Life GL Stock Holding History

Strategic Family Wealth Counselors’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 		– Sell
-3,920
Closed -$537K – 185
2025
Q4 		$537K Buy
+3,920
New +$531K 0.12% 112

Other funds holding GL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Strategic Family Wealth Counselors's GL Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of Globe Life (GL) in Q1 2026, closing a stake of 3,920 shares — an estimated $537K sold.

Strategic Family Wealth Counselors first reported a position in GL in Q4 2025 and held it in 1 quarter. The position peaked at $537K in Q4 2025. 664 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining Globe Life position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 3,920 Globe Life shares in Q1 2026, an estimated $537K.
  • Strategic Family Wealth Counselors first reported a position in Globe Life in Q4 2025 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's Globe Life position peaked at $537K in Q4 2025.
  • 664 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.