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James T. Borello RIA’s Globe Life GL Stock Holding History

James T. Borello RIA’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
Q3 		– Sell
-1
Closed -$179 – 1304
2026
Q2 		$179 Hold
1
– – ﹤0.01% 1143
2026
Q1 		$139 Hold
1
– – ﹤0.01% 1138
2025
Q4 		$140 Sell
1
-13
-93% -$1.76K ﹤0.01% 1058
2025
Q3 		$2K Buy
+14
New +$1.9K ﹤0.01% 723

Other funds holding GL

CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $229M AUM 13.71% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

James T. Borello RIA's GL Position: Q3 2026 in Review

James T. Borello RIA sold out of Globe Life (GL) in Q3 2026, closing a stake of 1 share — an estimated $179 sold.

James T. Borello RIA first reported a position in GL in Q3 2025 and held it in 4 quarters. The position peaked at $2K in Q3 2025. 68 funds tracked by Wall St. Rank hold GL as of Q3 2026.

  • James T. Borello RIA reported no remaining Globe Life position as of Q3 2026 after selling out during the quarter.
  • James T. Borello RIA sold 1 Globe Life share in Q3 2026, an estimated $179.
  • James T. Borello RIA first reported a position in Globe Life in Q3 2025 and held it in 4 quarters.
  • James T. Borello RIA's Globe Life position peaked at $2K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held Globe Life as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.