Position in GL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$245,506
+$32,298 QoQ
Shares Held
1,374
-10.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#492
of 693 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026GC Wealth Management RIA, LLC holds $1,121,737 across 2 Insurance - Life names. GL ranks #2 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PUK |
Prudential PLC
|
32,683 | $876,231 | |
| 2 | GL |
Globe Life Inc.
This page
|
1,374 | $245,506 |
All Filings in GL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,506 | 1,374 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $213,208 | 1,532 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $216,643 | 1,549 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $375,582 | 2,627 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||