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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
Q2 		– Sell
-80
Closed -$11.1K – 1016
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 $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

Twin Peaks Wealth Advisors's GL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Globe Life (GL) in Q2 2026, closing a stake of 80 shares — an estimated $11.1K sold.

Twin Peaks Wealth Advisors first reported a position in GL in Q2 2025 and held it in 2 quarters. The position peaked at $11.1K in Q1 2026. 703 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Globe Life position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 80 Globe Life shares in Q2 2026, an estimated $11.1K.
  • Twin Peaks Wealth Advisors first reported a position in Globe Life in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Globe Life position peaked at $11.1K in Q1 2026.
  • 703 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.