Trifecta Capital Advisors’s Globe Life GL Stock Holding History

Trifecta Capital Advisors’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 Q4	–	Sell	-14	Closed	-$2K	–	339
2025 Q3	$2K	Hold	14	–	–	﹤0.01%	338
2025 Q2	$1.74K	Hold	14	–	–	﹤0.01%	359
2025 Q1	$1.84K	Hold	14	–	–	﹤0.01%	320
2024 Q4	$1.56K	Hold	14	–	–	﹤0.01%	330
2024 Q3	$1.48K	Hold	14	–	–	﹤0.01%	346
2024 Q2	$1.15K	Hold	14	–	–	﹤0.01%	367
2024 Q1	$1.63K	Hold	14	–	–	﹤0.01%	326
2023 Q4	$1.71K	Hold	14	–	–	﹤0.01%	348
2023 Q3	$1.52K	Hold	14	–	–	﹤0.01%	339
2023 Q2	$1.53K	Hold	14	–	–	﹤0.01%	336
2023 Q1	$1.54K	Hold	14	–	–	﹤0.01%	329
2022 Q4	$1.69K	Buy	+14	New	+$1.6K	﹤0.01%	327

Other funds holding GL

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Trifecta Capital Advisors's GL Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Globe Life (GL) in Q4 2025, closing a stake of 14 shares — an estimated $2K sold.

Trifecta Capital Advisors first reported a position in GL in Q4 2022 and held it in 12 quarters. The position peaked at $2K in Q3 2025. 682 funds tracked by Wall St. Rank hold GL as of Q4 2025.

Trifecta Capital Advisors reported no remaining Globe Life position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 14 Globe Life shares in Q4 2025, an estimated $2K.
Trifecta Capital Advisors first reported a position in Globe Life in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Globe Life position peaked at $2K in Q3 2025.
682 funds tracked by Wall St. Rank held Globe Life as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.