TrueWealth Advisors’s Globe Life GL Stock Holding History

TrueWealth 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
2026 Q3	$1.91M	Sell	11,512 -170	-1%	-$30K	0.43%	42
2026 Q2	$2.09M	Sell	11,682 -245	-2%	-$38.3K	0.47%	33
2026 Q1	$1.66M	Buy	11,927 +316	+3%	+$44.6K	0.42%	36
2025 Q4	$1.62M	Sell	11,611 -655	-5%	-$88.7K	0.42%	47
2025 Q3	$1.75M	Hold	12,266	–	–	0.47%	41
2025 Q2	$1.52M	Hold	12,266	–	–	0.45%	44
2025 Q1	$1.62M	Sell	12,266 -440	-3%	-$53.8K	0.53%	41
2024 Q4	$1.42M	Sell	12,706 -435	-3%	-$46.9K	0.47%	46
2024 Q3	$1.39M	Buy	13,141 +170	+1%	+$16.3K	0.47%	48
2024 Q2	$1.07M	Buy	12,971 +8,388	+183%	+$695K	0.39%	50
2024 Q1	$533K	Sell	4,583 -275	-6%	-$33.7K	0.21%	89
2023 Q4	$591K	Sell	4,858 -42	-0.9%	-$4.94K	0.23%	75
2023 Q3	$533K	Buy	4,900 +1,275	+35%	+$142K	0.22%	81
2023 Q2	$397K	Buy	3,625 +750	+26%	+$80.6K	0.16%	100
2023 Q1	$316K	Buy	+2,875	New	+$337K	0.13%	127

Other funds holding GL

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

TrueWealth Advisors's GL Position: Q3 2026 in Review

TrueWealth Advisors reduced its Globe Life (GL) stake by 1.5% in Q3 2026, selling an estimated $30K and leaving 11,512 shares worth $1.91M. The position accounts for 0.43% of the portfolio, ranked #42.

TrueWealth Advisors first reported a position in GL in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.09M in Q2 2026. 213 funds tracked by Wall St. Rank hold GL as of Q3 2026.

TrueWealth Advisors held 11,512 shares of Globe Life worth $1.91M as of Q3 2026.
TrueWealth Advisors sold 170 Globe Life shares in Q3 2026, an estimated $30K.
Globe Life made up 0.43% of TrueWealth Advisors's portfolio in Q3 2026, its #42 holding.
TrueWealth Advisors first reported a position in Globe Life in Q1 2023 and has held it in 15 quarters since.
TrueWealth Advisors's Globe Life position peaked at $2.09M in Q2 2026.
213 funds tracked by Wall St. Rank held Globe Life as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.