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WR Wealth Planners’s Globe Life GL Stock Holding History

WR Wealth Planners’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
2024
Q4 		$558 Hold
5
– – ﹤0.01% 976
2024
Q3 		$530 Buy
+5
New +$479 ﹤0.01% 1027

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WR Wealth Planners's GL Position: Q4 2024 in Review

WR Wealth Planners held its Globe Life (GL) position steady in Q4 2024 at 5 shares worth $558. The position accounts for ﹤0.01% of the portfolio, ranked #976.

WR Wealth Planners first reported a position in GL in Q3 2024 and has held it in 2 quarters since. 567 funds tracked by Wall St. Rank hold GL as of Q4 2024.

  • WR Wealth Planners held 5 shares of Globe Life worth $558 as of Q4 2024.
  • WR Wealth Planners left its Globe Life share count unchanged in Q4 2024.
  • Globe Life made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #976 holding.
  • WR Wealth Planners first reported a position in Globe Life in Q3 2024 and has held it in 2 quarters since.
  • 567 funds tracked by Wall St. Rank held Globe Life as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.