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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
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 $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Golden State Wealth Management's GXO Position: Q1 2026 in Review

Golden State Wealth Management held its GXO Logistics (GXO) position steady in Q1 2026 at 27 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Golden State Wealth Management first reported a position in GXO in Q3 2021 and has held it in 6 quarters since. The position peaked at $444K in Q4 2021. 469 funds tracked by Wall St. Rank hold GXO as of Q1 2026.

  • Golden State Wealth Management held 27 shares of GXO Logistics worth $1.4K as of Q1 2026.
  • Golden State Wealth Management left its GXO Logistics share count unchanged in Q1 2026.
  • GXO Logistics made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1399 holding.
  • Golden State Wealth Management first reported a position in GXO Logistics in Q3 2021 and has held it in 6 quarters since.
  • Golden State Wealth Management's GXO Logistics position peaked at $444K in Q4 2021.
  • 469 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.