GWM
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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
-2,242
-58% -$89.3K ﹤0.01% 1349
2025
Q1 		$151K Buy
3,866
+3,825
+9,329% +$160K ﹤0.01% 1356
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 $23.7B AUM 65.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return