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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Waypoint Wealth Counsel's GL Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Globe Life (GL) stake by 2.1% in Q1 2026, selling an estimated $5.37K and leaving 1,743 shares worth $243K. The position accounts for 0.13% of the portfolio, ranked #179.

Waypoint Wealth Counsel first reported a position in GL in Q2 2025 and has held it in 4 quarters since. The position peaked at $271K in Q3 2025. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • Waypoint Wealth Counsel held 1,743 shares of Globe Life worth $243K as of Q1 2026.
  • Waypoint Wealth Counsel sold 38 Globe Life shares in Q1 2026, an estimated $5.37K.
  • Globe Life made up 0.13% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #179 holding.
  • Waypoint Wealth Counsel first reported a position in Globe Life in Q2 2025 and has held it in 4 quarters since.
  • Waypoint Wealth Counsel's Globe Life position peaked at $271K in Q3 2025.
  • 663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.