Summit Securities Group’s Globe Life GL Stock Holding History

Summit Securities Group’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	$1.81K	Sell	13 -409	-97%	-$57.7K	﹤0.01%	952
2025 Q4	$59K	Buy	422 +283	+204%	+$38.3K	0.01%	579
2025 Q3	$19.9K	Buy	139 +83	+148%	+$11.2K	0.01%	766
2025 Q2	$6.96K	Buy	+56	New	+$6.8K	﹤0.01%	943
2025 Q1	–	Sell	-1,000	Closed	-$112K	–	919
2024 Q4	$112K	Hold	1,000	–	–	0.04%	222
2024 Q3	$106K	Sell	1,000 -350	-26%	-$33.6K	0.07%	183
2024 Q2	$111K	Buy	+1,350	New	+$112K	0.04%	202
2024 Q1	–	Sell	-1	Closed	–	–	670
2023 Q4	$0	Buy	+1	New	+$118	﹤0.01%	784
2023 Q3	–	Sell	-116	Closed	-$13K	–	761
2023 Q2	$13K	Sell	116 -62	-35%	-$6.66K	0.01%	736
2023 Q1	$20K	Buy	178 +86	+93%	+$10.1K	0.01%	628
2022 Q4	$11K	Sell	92 -5,543	-98%	-$634K	﹤0.01%	1017
2022 Q3	$562K	Buy	5,635 +5,445	+2,866%	+$546K	0.11%	229
2022 Q2	$19K	Buy	190 +152	+400%	+$14.9K	0.01%	772
2022 Q1	$4K	Buy	+38	New	+$3.85K	﹤0.01%	993

Other funds holding GL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

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