VWA
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Valued Wealth Advisors’s Globe Life GL Stock Holding History

Valued 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 		$7.33K Buy
41
+10
+32% +$1.56K ﹤0.01% 366
2026
Q1 		$4.32K Buy
31
+23
+288% +$3.25K ﹤0.01% 426
2025
Q4 		$1.12K Buy
8
+1
+14% +$135 ﹤0.01% 464
2025
Q3 		$1K Hold
7
– – ﹤0.01% 458
2025
Q2 		$873 Hold
7
– – ﹤0.01% 464
2025
Q1 		$924 Hold
7
– – ﹤0.01% 494
2024
Q4 		$781 Hold
7
– – ﹤0.01% 504
2024
Q3 		$748 Hold
7
– – ﹤0.01% 494
2024
Q2 		$581 Hold
7
– – ﹤0.01% 489
2024
Q1 		$821 Hold
7
– – ﹤0.01% 455
2023
Q4 		$766 Buy
+7
New +$823 ﹤0.01% 399

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 $3.38T AUM 44.17% 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

Valued Wealth Advisors's GL Position: Q2 2026 in Review

Valued Wealth Advisors increased its Globe Life (GL) stake by 32% in Q2 2026, buying an estimated $1.56K and bringing the position to 41 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Valued Wealth Advisors first reported a position in GL in Q4 2023 and has held it in 11 quarters since. 703 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Valued Wealth Advisors held 41 shares of Globe Life worth $7.33K as of Q2 2026.
  • Valued Wealth Advisors bought 10 Globe Life shares in Q2 2026, an estimated $1.56K.
  • Globe Life made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #366 holding.
  • Valued Wealth Advisors first reported a position in Globe Life in Q4 2023 and has held it in 11 quarters since.
  • 703 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.