Golden State Wealth Management’s GXO Logistics GXO Stock Holding History

Golden State 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
2026 Q2	–	Sell	-27	Closed	-$1.4K	–	1657
2026 Q1	$1.4K	Hold	27	–	–	﹤0.01%	1399
2025 Q4	$1.42K	Hold	27	–	–	﹤0.01%	1454
2025 Q3	$1.43K	Buy	+27	New	+$1.39K	﹤0.01%	1453
2025 Q2	–	Sell	-28	Closed	-$1.09K	–	1612
2025 Q1	$1.09K	Buy	+28	New	+$1.17K	﹤0.01%	1413
2022 Q1	–	Sell	-4,890	Closed	-$444K	–	328
2021 Q4	$444K	Buy	4,890 +3	+0.1%	+$270	0.08%	233
2021 Q3	$383K	Buy	+4,887	New	+$383K	0.08%	197

Other funds holding GXO

OAG

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

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

SHIM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Golden State Wealth Management's GXO Position: Q2 2026 in Review

Golden State Wealth Management sold out of GXO Logistics (GXO) in Q2 2026, closing a stake of 27 shares — an estimated $1.4K sold.

Golden State Wealth Management first reported a position in GXO in Q3 2021 and held it in 6 quarters. The position peaked at $444K in Q4 2021. 480 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

Golden State Wealth Management reported no remaining GXO Logistics position as of Q2 2026 after selling out during the quarter.
Golden State Wealth Management sold 27 GXO Logistics shares in Q2 2026, an estimated $1.4K.
Golden State Wealth Management first reported a position in GXO Logistics in Q3 2021 and held it in 6 quarters.
Golden State Wealth Management's GXO Logistics position peaked at $444K in Q4 2021.
480 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.