Position in GL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$386,994
+$165,437 QoQ
Shares Held
2,166
+36.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#116
of 244 holders
Holding Since
Jun 2025
5 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, 2026Ascentis Wealth Management, LLC holds $1,102,735 across 3 Insurance - Life names. GL ranks #2 (35.1% of the industry book) .
All Filings in GL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,994 | 2,166 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $221,557 | 1,592 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $158,872 | 1,136 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $172,552 | 1,207 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $70,964 | 571 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||