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True Wealth Design’s Globe Life GL Stock Holding History

True Wealth Design’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 		$126K Buy
703
+125
+22% +$19.6K 0.03% 197
2026
Q1 		$80.4K Buy
578
+64
+12% +$9.04K 0.02% 267
2025
Q4 		$71.8K Sell
514
-21
-4% -$2.85K 0.02% 241
2025
Q3 		$76.4K Buy
535
+105
+24% +$14.2K 0.02% 223
2025
Q2 		$53.4K Buy
430
+17
+4% +$2.06K 0.02% 197
2025
Q1 		$54.4K Buy
413
+28
+7% +$3.43K 0.02% 170
2024
Q4 		$42.9K Sell
385
-173
-31% -$18.7K 0.02% 193
2024
Q3 		$59.1K Buy
+558
New +$53.5K 0.02% 116

Other funds holding GL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

True Wealth Design's GL Position: Q2 2026 in Review

True Wealth Design increased its Globe Life (GL) stake by 22% in Q2 2026, buying an estimated $19.6K and bringing the position to 703 shares worth $126K. The position accounts for 0.03% of the portfolio, ranked #197.

True Wealth Design first reported a position in GL in Q3 2024 and has held it in 8 quarters since. 698 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • True Wealth Design held 703 shares of Globe Life worth $126K as of Q2 2026.
  • True Wealth Design bought 125 Globe Life shares in Q2 2026, an estimated $19.6K.
  • Globe Life made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #197 holding.
  • True Wealth Design first reported a position in Globe Life in Q3 2024 and has held it in 8 quarters since.
  • 698 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.