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Wealthspire Advisors (New York)’s Globe Life GL Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-610
Closed -$87.2K – 1771
2025
Q3 		$87.2K Buy
+610
New +$82.7K ﹤0.01% 1049
2021
Q1 		– Sell
-3,628
Closed -$345K – 709
2020
Q4 		$345K Buy
+3,628
New +$323K 0.01% 389
2020
Q2 		– Sell
-3,702
Closed -$266K – 370
2020
Q1 		$266K Buy
+3,702
New +$349K 0.01% 412
2019
Q1 		– Sell
-130
Closed -$10K – 338
2018
Q4 		$10K Buy
+130
New +$10.8K ﹤0.01% 502

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wealthspire Advisors (New York)'s GL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Globe Life (GL) in Q4 2025, closing a stake of 610 shares — an estimated $87.2K sold.

Wealthspire Advisors (New York) first reported a position in GL in Q4 2018 and held it in 4 quarters. The position peaked at $345K in Q4 2020. 681 funds tracked by Wall St. Rank hold GL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Globe Life position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 610 Globe Life shares in Q4 2025, an estimated $87.2K.
  • Wealthspire Advisors (New York) first reported a position in Globe Life in Q4 2018 and held it in 4 quarters.
  • Wealthspire Advisors (New York)'s Globe Life position peaked at $345K in Q4 2020.
  • 681 funds tracked by Wall St. Rank held Globe Life as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.