Synergy Investment Management’s Globe Life GL Stock Holding History

Synergy Investment Management’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	–	Sell	-6	Closed	-$835	–	1126
2026 Q1	$835	Buy	+6	New	+$847	﹤0.01%	789

Other funds holding GL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Synergy Investment Management's GL Position: Q2 2026 in Review

Synergy Investment Management sold out of Globe Life (GL) in Q2 2026, closing a stake of 6 shares — an estimated $835 sold.

Synergy Investment Management first reported a position in GL in Q1 2026 and held it in 1 quarter. The position peaked at $835 in Q1 2026. 700 funds tracked by Wall St. Rank hold GL as of Q2 2026.

Synergy Investment Management reported no remaining Globe Life position as of Q2 2026 after selling out during the quarter.
Synergy Investment Management sold 6 Globe Life shares in Q2 2026, an estimated $835.
Synergy Investment Management first reported a position in Globe Life in Q1 2026 and held it in 1 quarter.
Synergy Investment Management's Globe Life position peaked at $835 in Q1 2026.
700 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.