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Waypoint Wealth Counsel’s Globe Life GL Stock Holding History

Waypoint Wealth Counsel’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
-1,743
Closed -$243K – 182
2026
Q1 		$243K Sell
1,743
-38
-2% -$5.37K 0.13% 179
2025
Q4 		$249K Sell
1,781
-115
-6% -$15.6K 0.09% 224
2025
Q3 		$271K Buy
1,896
+154
+9% +$20.9K 0.11% 190
2025
Q2 		$217K Buy
+1,742
New +$211K 0.11% 165

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

Waypoint Wealth Counsel's GL Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of Globe Life (GL) in Q2 2026, closing a stake of 1,743 shares — an estimated $243K sold.

Waypoint Wealth Counsel first reported a position in GL in Q2 2025 and held it in 4 quarters. The position peaked at $271K in Q3 2025. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Waypoint Wealth Counsel reported no remaining Globe Life position as of Q2 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 1,743 Globe Life shares in Q2 2026, an estimated $243K.
  • Waypoint Wealth Counsel first reported a position in Globe Life in Q2 2025 and held it in 4 quarters.
  • Waypoint Wealth Counsel's Globe Life position peaked at $271K in Q3 2025.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.