Geneos Wealth Management’s GXO Logistics GXO Stock Holding History

Geneos 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 Q3	–	Sell	-1,624	Closed	-$79.1K	–	2780
2025 Q2	$79.1K	Sell	1,624 -375	-19%	-$14.9K	﹤0.01%	1349
2025 Q1	$78.1K	Buy	1,999 +1,958	+4,776%	+$81.8K	﹤0.01%	1269
2024 Q4	$1.78K	Sell	41 -448	-92%	-$24.7K	﹤0.01%	2644
2024 Q3	$25.5K	Buy	+489	New	+$24.8K	﹤0.01%	1467
2023 Q2	–	Sell	-2,100	Closed	-$106K	–	2089
2023 Q1	$106K	Sell	2,100 -500	-19%	-$24.9K	0.01%	829
2022 Q4	$111K	Sell	2,600 -100	-4%	-$4.01K	0.01%	805
2022 Q3	$94K	Sell	2,700 -788	-23%	-$34.8K	0.01%	820
2022 Q2	$153K	Buy	3,488 +2,935	+531%	+$162K	0.01%	845
2022 Q1	$39K	Buy	+553	New	+$44.2K	﹤0.01%	1488

Other funds holding GXO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geneos Wealth Management's GXO Position: Q3 2025 in Review

Geneos Wealth Management sold out of GXO Logistics (GXO) in Q3 2025, closing a stake of 1,624 shares — an estimated $79.1K sold.

Geneos Wealth Management first reported a position in GXO in Q1 2022 and held it in 9 quarters. The position peaked at $153K in Q2 2022. 465 funds tracked by Wall St. Rank hold GXO as of Q3 2025.

Geneos Wealth Management reported no remaining GXO Logistics position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 1,624 GXO Logistics shares in Q3 2025, an estimated $79.1K.
Geneos Wealth Management first reported a position in GXO Logistics in Q1 2022 and held it in 9 quarters.
Geneos Wealth Management's GXO Logistics position peaked at $153K in Q2 2022.
465 funds tracked by Wall St. Rank held GXO Logistics as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.