Position in GL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$357
-$199 QoQ
Shares Held
2
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#685
of 693 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Activest Wealth Management holds $76,768 across 9 Insurance - Life names. GL ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
246 | $26,550 | |
| 2 | MET |
Metlife Inc
|
300 | $25,383 | |
| 3 | CIA |
Citizens, Inc.
|
1,932 | $11,089 | |
| 4 | AFL |
Aflac Inc
|
86 | $10,083 | |
| 5 | CNO |
CNO Financial Group, Inc.
|
60 | $3,058 | |
| 6 | GL |
Globe Life Inc.
This page
|
2 | $357 | |
| 7 | UNM |
Unum Group
|
2 | $178 | |
| 8 | LNC |
Lincoln National Corp
|
2 | $70 |
All Filings in GL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357 | 2 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $556 | 4 | Shares | Sole | 2026-04-15 | |
| 2025-09-30 | $857 | 6 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $497 | 4 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $526 | 4 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||