Bogart Wealth LLC’s GXO Logistics GXO Stock Holding History

Bogart Wealth LLC’s Portfolio GXO Stock Details GXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.07K	Sell	100 -9	-8%	-$466	﹤0.01%	1198
2026 Q1	$5.65K	Buy	109 +9	+9%	+$516	﹤0.01%	1033
2025 Q4	$5.26K	Sell	100 -9	-8%	-$473	﹤0.01%	987
2025 Q3	$5.76K	Buy	109 +9	+9%	+$463	﹤0.01%	946
2025 Q2	$4.87K	Hold	100	–	–	﹤0.01%	943
2025 Q1	$3.91K	Hold	100	–	–	﹤0.01%	948
2024 Q4	$4.35K	Hold	100	–	–	﹤0.01%	916
2024 Q3	$5.21K	Hold	100	–	–	﹤0.01%	821
2024 Q2	$5.05K	Hold	100	–	–	﹤0.01%	787
2024 Q1	$5.38K	Hold	100	–	–	﹤0.01%	753
2023 Q4	$6.12K	Hold	100	–	–	﹤0.01%	712
2023 Q3	$5.87K	Hold	100	–	–	﹤0.01%	690
2023 Q2	$6.28K	Hold	100	–	–	﹤0.01%	667
2023 Q1	$5.05K	Hold	100	–	–	﹤0.01%	711
2022 Q4	$4.27K	Hold	100	–	–	﹤0.01%	695
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	719
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	672
2022 Q1	$7K	Hold	100	–	–	﹤0.01%	536
2021 Q4	$9K	Hold	100	–	–	﹤0.01%	489
2021 Q3	$8K	Buy	+100	New	+$7.84K	﹤0.01%	484

Other funds holding GXO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Bogart Wealth LLC's GXO Position: Q2 2026 in Review

Bogart Wealth LLC reduced its GXO Logistics (GXO) stake by 8.3% in Q2 2026, selling an estimated $466 and leaving 100 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Bogart Wealth LLC first reported a position in GXO in Q3 2021 and has held it in 20 quarters since. The position peaked at $9K in Q4 2021. 479 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

Bogart Wealth LLC held 100 shares of GXO Logistics worth $5.07K as of Q2 2026.
Bogart Wealth LLC sold 9 GXO Logistics shares in Q2 2026, an estimated $466.
GXO Logistics made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1198 holding.
Bogart Wealth LLC first reported a position in GXO Logistics in Q3 2021 and has held it in 20 quarters since.
Bogart Wealth LLC's GXO Logistics position peaked at $9K in Q4 2021.
479 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.