Strategic Wealth Partners
GL icon

Strategic Wealth Partners’s Globe Life GL Stock Holding History

Strategic Wealth Partners’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 		$31.8K Hold
192
– – ﹤0.01% 511
2026
Q2 		$34.3K Hold
192
– – ﹤0.01% 621
2026
Q1 		$26.7K Hold
192
– – ﹤0.01% 643
2025
Q4 		$26.9K Hold
192
– – ﹤0.01% 636
2025
Q3 		$27.4K Hold
192
– – ﹤0.01% 666
2025
Q2 		$23.9K Buy
+192
New +$23.3K ﹤0.01% 621

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Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Strategic Wealth Partners's GL Position: Q3 2026 in Review

Strategic Wealth Partners held its Globe Life (GL) position steady in Q3 2026 at 192 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Strategic Wealth Partners first reported a position in GL in Q2 2025 and has held it in 6 quarters since. The position peaked at $34.3K in Q2 2026. 576 funds tracked by Wall St. Rank hold GL as of Q3 2026.

  • Strategic Wealth Partners held 192 shares of Globe Life worth $31.8K as of Q3 2026.
  • Strategic Wealth Partners left its Globe Life share count unchanged in Q3 2026.
  • Globe Life made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q3 2026, its #511 holding.
  • Strategic Wealth Partners first reported a position in Globe Life in Q2 2025 and has held it in 6 quarters since.
  • Strategic Wealth Partners's Globe Life position peaked at $34.3K in Q2 2026.
  • 576 funds tracked by Wall St. Rank held Globe Life as of Q3 2026.

Based on Strategic Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.