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Elevation Wealth Partners’s GXO Logistics GXO Stock Holding History

Elevation Wealth Partners’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 		$7.6K Sell
171
-89
-34% -$4.32K ﹤0.01% 988
2026
Q2 		$13.2K Buy
+260
New +$13.5K ﹤0.01% 724

Other funds holding GXO

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Elevation Wealth Partners's GXO Position: Q3 2026 in Review

Elevation Wealth Partners reduced its GXO Logistics (GXO) stake by 34% in Q3 2026, selling an estimated $4.32K and leaving 171 shares worth $7.6K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Elevation Wealth Partners first reported a position in GXO in Q2 2026 and has held it in 2 quarters since. The position peaked at $13.2K in Q2 2026. 24 funds tracked by Wall St. Rank hold GXO as of Q3 2026.

  • Elevation Wealth Partners held 171 shares of GXO Logistics worth $7.6K as of Q3 2026.
  • Elevation Wealth Partners sold 89 GXO Logistics shares in Q3 2026, an estimated $4.32K.
  • GXO Logistics made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #988 holding.
  • Elevation Wealth Partners first reported a position in GXO Logistics in Q2 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's GXO Logistics position peaked at $13.2K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held GXO Logistics as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.