Wealth Enhancement Advisory Services
GL icon

Wealth Enhancement Advisory Services’s Globe Life GL Stock Holding History

Wealth Enhancement Advisory Services’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 		$10.4M Buy
59,561
+4,096
+7% +$641K 0.02% 659
2026
Q1 		$7.68M Buy
55,465
+24,524
+79% +$3.46M 0.02% 693
2025
Q4 		$4.32M Sell
30,941
-2,765
-8% -$375K 0.01% 1089
2025
Q3 		$4.57M Buy
33,706
+635
+2% +$86K 0.01% 993
2025
Q2 		$4.01M Buy
33,071
+10,272
+45% +$1.25M 0.01% 1001
2025
Q1 		$3M Buy
22,799
+1,861
+9% +$228K 0.01% 1038
2024
Q4 		$2.33M Buy
20,938
+1,159
+6% +$125K ﹤0.01% 1107
2024
Q3 		$2.09M Buy
19,779
+9,141
+86% +$877K ﹤0.01% 1019
2024
Q2 		$875K Buy
10,638
+1,206
+13% +$99.9K ﹤0.01% 1342
2024
Q1 		$1.1M Buy
9,432
+875
+10% +$107K ﹤0.01% 1198
2023
Q4 		$1.04M Sell
8,557
-242
-3% -$28.4K ﹤0.01% 1160
2023
Q3 		$957K Buy
+8,799
New +$983K ﹤0.01% 1119

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

Wealth Enhancement Advisory Services's GL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Globe Life (GL) stake by 7.4% in Q2 2026, buying an estimated $641K and bringing the position to 59,561 shares worth $10.4M. The position accounts for 0.02% of the portfolio, ranked #659.

Wealth Enhancement Advisory Services first reported a position in GL in Q3 2023 and has held it in 12 quarters since. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 59,561 shares of Globe Life worth $10.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,096 Globe Life shares in Q2 2026, an estimated $641K.
  • Globe Life made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #659 holding.
  • Wealth Enhancement Advisory Services first reported a position in Globe Life in Q3 2023 and has held it in 12 quarters since.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.