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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

TrueWealth Advisors's GL Position: Q2 2026 in Review

TrueWealth Advisors reduced its Globe Life (GL) stake by 2.1% in Q2 2026, selling an estimated $38.3K and leaving 11,682 shares worth $2.09M. The position accounts for 0.47% of the portfolio, ranked #33.

TrueWealth Advisors first reported a position in GL in Q1 2023 and has held it in 14 quarters since. 116 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • TrueWealth Advisors held 11,682 shares of Globe Life worth $2.09M as of Q2 2026.
  • TrueWealth Advisors sold 245 Globe Life shares in Q2 2026, an estimated $38.3K.
  • Globe Life made up 0.47% of TrueWealth Advisors's portfolio in Q2 2026, its #33 holding.
  • TrueWealth Advisors first reported a position in Globe Life in Q1 2023 and has held it in 14 quarters since.
  • 116 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.