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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
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 $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return