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Compass Wealth Management’s GXO Logistics GXO Stock Holding History

Compass Wealth Management’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
2025
Q2 		– Sell
-150
Closed -$5.86K – 253
2025
Q1 		$5.86K Hold
150
– – ﹤0.01% 375
2024
Q4 		$6.53K Hold
150
– – ﹤0.01% 360
2024
Q3 		$7.81K Hold
150
– – ﹤0.01% 358
2024
Q2 		$7.58K Hold
150
– – ﹤0.01% 363
2024
Q1 		$8.06K Hold
150
– – ﹤0.01% 357
2023
Q4 		$9.17K Hold
150
– – ﹤0.01% 343
2023
Q3 		$8.8K Hold
150
– – ﹤0.01% 352
2023
Q2 		$9.42K Hold
150
– – ﹤0.01% 357
2023
Q1 		$7.57K Hold
150
– – ﹤0.01% 371
2022
Q4 		$6.4K Buy
+150
New +$6.02K ﹤0.01% 369

Other funds holding GXO

Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Compass Wealth Management's GXO Position: Q2 2025 in Review

Compass Wealth Management sold out of GXO Logistics (GXO) in Q2 2025, closing a stake of 150 shares — an estimated $5.86K sold.

Compass Wealth Management first reported a position in GXO in Q4 2022 and held it in 10 quarters. The position peaked at $9.42K in Q2 2023. 448 funds tracked by Wall St. Rank hold GXO as of Q2 2025.

  • Compass Wealth Management reported no remaining GXO Logistics position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 150 GXO Logistics shares in Q2 2025, an estimated $5.86K.
  • Compass Wealth Management first reported a position in GXO Logistics in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's GXO Logistics position peaked at $9.42K in Q2 2023.
  • 448 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.