VestGen Advisors’s Globe Life GL Stock Holding History

VestGen 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	$232K	Sell	1,299 -12	-0.9%	-$1.88K	0.01%	970
2026 Q1	$203K	Buy	+1,311	New	+$185K	0.01%	1000
2025 Q4	–	Sell	-1,991	Closed	-$285K	–	793
2025 Q3	$285K	Sell	1,991 -1,399	-41%	-$190K	0.01%	609
2025 Q2	$421K	Sell	3,390 -24	-0.7%	-$2.91K	0.02%	444
2025 Q1	$450K	Buy	+3,414	New	+$418K	0.02%	400

Other funds holding GL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

VestGen Advisors's GL Position: Q2 2026 in Review

VestGen Advisors reduced its Globe Life (GL) stake by 0.92% in Q2 2026, selling an estimated $1.88K and leaving 1,299 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #970.

VestGen Advisors first reported a position in GL in Q1 2025 and has held it in 5 quarters since. The position peaked at $450K in Q1 2025. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

VestGen Advisors held 1,299 shares of Globe Life worth $232K as of Q2 2026.
VestGen Advisors sold 12 Globe Life shares in Q2 2026, an estimated $1.88K.
Globe Life made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #970 holding.
VestGen Advisors first reported a position in Globe Life in Q1 2025 and has held it in 5 quarters since.
VestGen Advisors's Globe Life position peaked at $450K in Q1 2025.
701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.