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Twin Peaks Wealth Advisors’s Globe Life GL Stock Holding History

Twin Peaks Wealth 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
Q1 		$11.1K Buy
+80
New +$11.3K ﹤0.01% 1003
2025
Q3 		– Sell
-23
Closed -$3.21K – 941
2025
Q2 		$3.21K Buy
+23
New +$2.79K ﹤0.01% 1486

Other funds holding GL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Twin Peaks Wealth Advisors's GL Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Globe Life (GL) in Q1 2026: 80 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #1003 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in GL as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in GL in Q2 2025 and has held it in 2 quarters since. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • Twin Peaks Wealth Advisors held 80 shares of Globe Life worth $11.1K as of Q1 2026.
  • Globe Life was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Globe Life made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1003 holding.
  • Twin Peaks Wealth Advisors first reported a position in Globe Life in Q2 2025 and has held it in 2 quarters since.
  • 663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.