Cornerstone Planning Group
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Cornerstone Planning Group’s GXO Logistics GXO Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-18
Closed -$972 – 809
2026
Q2 		$972 Hold
18
– – ﹤0.01% 1514
2026
Q1 		$898 Hold
18
– – ﹤0.01% 1499
2025
Q4 		$1.04K Hold
18
– – ﹤0.01% 1335
2025
Q3 		$969 Hold
18
– – ﹤0.01% 1316
2025
Q2 		$882 Buy
+18
New +$717 ﹤0.01% 1139
2024
Q4 		– Sell
-8
Closed -$483 – 1445
2024
Q3 		$483 Hold
8
– – ﹤0.01% 1094
2024
Q2 		$395 Buy
+8
New +$404 ﹤0.01% 1109

Other funds holding GXO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Great Hill Capital
Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Cornerstone Planning Group's GXO Position: Q3 2026 in Review

Cornerstone Planning Group sold out of GXO Logistics (GXO) in Q3 2026, closing a stake of 18 shares — an estimated $972 sold.

Cornerstone Planning Group first reported a position in GXO in Q2 2024 and held it in 7 quarters. The position peaked at $1.04K in Q4 2025. 86 funds tracked by Wall St. Rank hold GXO as of Q3 2026.

  • Cornerstone Planning Group reported no remaining GXO Logistics position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 18 GXO Logistics shares in Q3 2026, an estimated $972.
  • Cornerstone Planning Group first reported a position in GXO Logistics in Q2 2024 and held it in 7 quarters.
  • Cornerstone Planning Group's GXO Logistics position peaked at $1.04K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held GXO Logistics as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.