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U.S. Capital Wealth Advisors’s Globe Life GL Stock Holding History

U.S. Capital 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 		– Sell
-16,982
Closed -$2.38M – 1040
2025
Q4 		$2.38M Sell
16,982
-1,803
-10% -$244K 0.06% 307
2025
Q3 		$2.69M Sell
18,785
-1,101
-6% -$149K 0.07% 266
2025
Q2 		$2.47M Buy
+19,886
New +$2.41M 0.07% 262
2023
Q1 		– Sell
-176
Closed -$21.2K – 987
2022
Q4 		$21.2K Buy
+176
New +$20.1K ﹤0.01% 1093

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

U.S. Capital Wealth Advisors's GL Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of Globe Life (GL) in Q1 2026, closing a stake of 16,982 shares — an estimated $2.38M sold.

U.S. Capital Wealth Advisors first reported a position in GL in Q4 2022 and held it in 4 quarters. The position peaked at $2.69M in Q3 2025. 669 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • U.S. Capital Wealth Advisors reported no remaining Globe Life position as of Q1 2026 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 16,982 Globe Life shares in Q1 2026, an estimated $2.38M.
  • U.S. Capital Wealth Advisors first reported a position in Globe Life in Q4 2022 and held it in 4 quarters.
  • U.S. Capital Wealth Advisors's Globe Life position peaked at $2.69M in Q3 2025.
  • 669 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.