CGC Financial Services’s XPO XPO Stock Holding History

CGC Financial Services’s Portfolio XPO Stock Details XPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.13K	Hold	25	–	–	﹤0.01%	260
2026 Q1	$4.86K	Hold	25	–	–	﹤0.01%	255
2025 Q4	$3.4K	Hold	25	–	–	﹤0.01%	279
2025 Q3	$3.23K	Hold	25	–	–	﹤0.01%	277
2025 Q2	$3.16K	Hold	25	–	–	﹤0.01%	266
2025 Q1	$2.69K	Hold	25	–	–	﹤0.01%	261
2024 Q4	$3.28K	Hold	25	–	–	﹤0.01%	263
2024 Q3	$2.69K	Hold	25	–	–	﹤0.01%	267
2024 Q2	$2.65K	Hold	25	–	–	﹤0.01%	265
2024 Q1	$3.05K	Hold	25	–	–	﹤0.01%	269
2023 Q4	$2.19K	Hold	25	–	–	﹤0.01%	289
2023 Q3	$1.87K	Hold	25	–	–	﹤0.01%	255
2023 Q2	$1.48K	Buy	+25	New	+$1.13K	﹤0.01%	276

Other funds holding XPO

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CGC Financial Services's XPO Position: Q2 2026 in Review

CGC Financial Services held its XPO (XPO) position steady in Q2 2026 at 25 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

CGC Financial Services first reported a position in XPO in Q2 2023 and has held it in 13 quarters since. 80 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

CGC Financial Services held 25 shares of XPO worth $5.13K as of Q2 2026.
CGC Financial Services left its XPO share count unchanged in Q2 2026.
XPO made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #260 holding.
CGC Financial Services first reported a position in XPO in Q2 2023 and has held it in 13 quarters since.
80 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.